Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JCIC ASSET MANAGEMENT INC | COM | 1601 | $11,674 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 03-31-2024 | |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | COM | 1603 | $8,681 | 32 | 0.00 | 32 | +Inf | 12-31-2023 | |
KEY FINANCIAL INC | COM | 1604 | $8,662 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |