Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PANAGORA ASSET MANAGEMENT INC | COM | 951 | $7,830,602 | 52,498 | 0.00 | 0.00 | -191,076 | -78.45 | 12-31-2023 |
LYELL WEALTH MANAGEMENT LP | Stock | 952 | $7,817,625 | 52,411 | 0.00 | 0.00 | 920 | 1.79 | 12-31-2023 |
ADVOCATE GROUP LLC | COM | 953 | $7,785,918 | 52,198 | 0.00 | 0.00 | 375 | 0.72 | 12-31-2023 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 954 | $8,782,000 | 51,962 | 0.11 | 0.11 | 0 | 0.00 | 06-30-2022 |