Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KJ HARRISON & PARTNERS INC | COM | 1451 | $9,573,138 | 47,794 | 0.00 | 0.00 | 6,211 | 14.94 | 03-31-2024 |
EQUITABLE TRUST CO | Com | 1452 | $8,129,420 | 47,792 | 0.00 | 0.00 | -1,173 | -2.40 | 12-31-2023 |
MEEDER ADVISORY SERVICES INC | COM | 1453 | $8,125,549 | 47,769 | 0.00 | 0.00 | 504 | 1.07 | 12-31-2023 |
JACOBI CAPITAL MANAGEMENT LLC | COM | 1454 | $8,110,496 | 47,681 | 0.00 | 0.00 | 1,022 | 2.19 | 12-31-2023 |