Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HEXAGON CAPITAL PARTNERS LLC | Stock | 951 | $36,300 | 132 | 0.00 | 0.00 | 3 | 2.33 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | SHS | 952 | $35,201 | 128 | 0.00 | 0.00 | -106 | -45.30 | 03-31-2024 |
CSAT INVESTMENT ADVISORY LP | SHS | 953 | $29,000 | 128 | 0.02 | 128 | +Inf | 03-31-2021 | |
COPPELL ADVISORY SOLUTIONS LLC | WTW | 954 | $29,426 | 122 | 0.00 | 122 | +Inf | 12-31-2023 |