Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REDPOINT INVESTMENT MANAGEMENT PTY LTD | COM | 951 | $456,000 | 8,900 | 0.07 | 0.09 | -4,348 | -32.82 | 09-30-2022 |
BRISTLECONE ADVISORS LLC | COM | 952 | $712,712 | 8,890 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SPARTAN PLANNING & WEALTH MANAGEMENT | COM | 953 | $560,150 | 8,831 | 0.00 | 0.00 | 3,300 | 59.66 | 09-30-2023 |
PRUDENT MAN ADVISORS LLC | COM | 954 | $706,538 | 8,813 | 0.00 | 0.00 | -166 | -1.85 | 03-31-2024 |