Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FULCRUM EQUITY MANAGEMENT | COM | 151 | $444,886 | 8,602 | 0.00 | 0.00 | -200 | -2.27 | 03-31-2024 |
VERSOR INVESTMENTS LP | COM | 152 | $439,620 | 8,500 | 0.00 | 8,500 | +Inf | 03-31-2024 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | 153 | $423,383 | 8,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TAYLOR HOFFMAN WEALTH MANAGEMENT | COM | 154 | $424,156 | 8,201 | 0.00 | 0.00 | 29 | 0.35 | 03-31-2024 |