Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATIKA CAPITAL MANAGEMENT LLC | COM | 901 | $2,946,000 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OPTIMUM INVESTMENT ADVISORS | COM | 902 | $28,200 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 903 | $28,026 | 5,708 | 0.00 | 0.00 | -703 | -10.97 | 12-31-2023 |
BESSEMER GROUP INC | SC | 904 | $44,000 | 5,360 | 0.00 | 0.00 | -3,021 | -36.05 | 03-31-2023 |