Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMARTLEAF ASSET MANAGEMENT LLC | COM | 951 | $193,514 | 2,199 | 0.00 | 2,199 | +Inf | 12-31-2023 | |
APOLLON WEALTH MANAGEMENT LLC | COM | Liquidated | $211,264 | 2,187 | 0.00 | 0.00 | 2,187 | +Inf | 03-31-2024 |
KEEL POINT LLC | COM | 953 | $210,974 | 2,184 | 0.00 | 2,184 | +Inf | 03-31-2024 | |
UMB BANK NA | COM | 954 | $209,815 | 2,172 | 0.00 | 0.00 | -101 | -4.44 | 03-31-2024 |