Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1001 | $102,000 | 2,001 | 0.03 | 2,001 | +Inf | 03-31-2022 | |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 1002 | $133,960 | 2,000 | 0.00 | 0.04 | 0 | 0.00 | 12-31-2023 |
PARALLEL ADVISORS LLC | Stock | 1003 | $152,607 | 1,935 | 0.00 | 0.00 | 917 | 90.08 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1004 | $129,606 | 1,935 | 0.00 | 0.00 | 1,067 | 122.93 | 12-31-2023 |