Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOTCO | Com | 1651 | $653,828 | 1,827 | 0.00 | 0.00 | 998 | 120.39 | 03-31-2024 |
HCR WEALTH ADVISORS | Common Stock | 1652 | $651,323 | 1,820 | 0.00 | 0.00 | 100 | 5.81 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1653 | $544,929 | 1,819 | 0.00 | 0.00 | 25 | 1.39 | 12-31-2023 |
FULCRUM CAPITAL LLC | COM | 1654 | $542,023 | 1,810 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |