Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 951 | $7,531,132 | 28,620 | 0.00 | 0.00 | -2,450 | -7.89 | 12-31-2023 |
DOWLING & YAHNKE LLC | COM | 952 | $4,722,000 | 28,614 | 0.22 | 28,614 | +Inf | 06-30-2022 | |
GLOBAL ASSETS ADVISORY LLC | COM | 953 | $94,000 | 28,412 | 0.00 | 28,412 | +Inf | 03-31-2024 | |
COHEN KLINGENSTEIN LLC | COM | 954 | $8,523,394 | 28,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |