Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1251 | $92,727 | 666 | 0.00 | 0.00 | 9 | 1.37 | 12-31-2023 |
NAUSET WEALTH MANAGEMENT LLC | COM | 1252 | $232,000 | 663 | 0.18 | 663 | +Inf | 03-31-2022 | |
FARTHER FINANCE ADVISORS LLC | Stock | 1253 | $121,681 | 649 | 0.00 | 649 | +Inf | 06-30-2023 | |
TOBAM | COM | 1254 | $87,000 | 631 | 0.01 | 0.00 | 249 | 65.18 | 03-31-2024 |