Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIARY ALLIANCE LLC | Stock | 1701 | $32,584,485 | 76,747 | 0.01 | 0.01 | -1,617 | -2.06 | 03-31-2024 |
GUARDIAN CAPITAL ADVISORS LP | COM | 1702 | $25,843,682 | 76,642 | 0.00 | 0.00 | -4,100 | -5.08 | 06-30-2023 |
PALISADE CAPITAL MANAGEMENT LP | COM | 1703 | $32,210,760 | 76,561 | 0.00 | 0.00 | 2,190 | 2.94 | 03-31-2024 |
BLUE TRUST INC | COM | 1704 | $32,188,453 | 76,508 | 0.00 | 0.39 | -327 | -0.43 | 03-31-2024 |