Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEDMONT PRIVATE CAPITAL | COM | 951 | $838,995 | 3,384 | 0.00 | 0.00 | 105 | 3.20 | 03-31-2024 |
HIGHVIEW CAPITAL MANAGEMENT LLC/DE/ | COM | Liquidated | $0 | 0 | 0.00 | 3,376 | +Inf | 12-31-2023 | |
CYNOSURE MANAGEMENT LLC | COM | 953 | $695,838 | 3,363 | 0.00 | 0.00 | -78 | -2.27 | 09-30-2023 |
INTELLECTUS PARTNERS LLC | COM | 954 | $817,362 | 3,357 | 0.00 | 0.00 | -46 | -1.35 | 12-31-2023 |