Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.19 | 0.19 | 0 | 0.00 | 03-31-2024 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 2652 | $1,290,106 | 1,658 | 0.00 | 0.00 | -49 | -2.87 | 03-31-2024 |
BARRETT ASSET MANAGEMENT LLC | COM | 2653 | $474,000 | 1,656 | 0.02 | 0.02 | 181 | 12.27 | 03-31-2022 |
CLARUS GROUP INC | COM | 2654 | $1,279,159 | 1,644 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |