Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANVAS WEALTH ADVISORS LLC | COM | 901 | $3,965,530 | 25,510 | 0.00 | 0.00 | 12,365 | 94.07 | 03-31-2024 |
STEVENS CAPITAL MANAGEMENT LP | COM | 902 | $4,482,000 | 25,497 | 0.87 | 0.07 | 24,408 | 2241.32 | 03-31-2024 |
GUNDERSON CAPITAL MANAGEMENT INC | COM | 903 | $6,378,108 | 25,490 | 0.00 | 0.00 | -1,081 | -4.07 | 09-30-2023 |
EVANSON ASSET MANAGEMENT LLC | COM | 904 | $4,478,209 | 25,475 | 0.00 | 0.00 | 2,487 | 10.82 | 03-31-2024 |