Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STAMOS CAPITAL PARTNERS LP | COM | 1651 | $518,066 | 1,730 | 0.00 | 1,730 | +Inf | 12-31-2023 | |
CLARET ASSET MANAGEMENT CORP | COM | 1652 | $618,000 | 1,728 | 0.10 | 0.09 | -46 | -2.59 | 03-31-2024 |
VICUS CAPITAL | COM | Liquidated | $618,350 | 1,728 | 0.00 | 0.00 | 1,728 | +Inf | 03-31-2024 |
HCR WEALTH ADVISORS | Common Stock | 1654 | $515,071 | 1,720 | 0.00 | 1,720 | +Inf | 12-31-2023 |