Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN CAPITAL ADVISORS LP | COM NEW | 1951 | $300,195 | 3,500 | 0.00 | 3,500 | +Inf | 06-30-2023 | |
ALPHASTAR CAPITAL MANAGEMENT LLC | COM NEW | 1952 | $328,077 | 3,484 | 0.00 | 3,484 | +Inf | 03-31-2024 | |
CASSADAY & CO WEALTH MANAGEMENT LLC | COM NEW | 1953 | $323,628 | 3,437 | 0.00 | 3,437 | +Inf | 03-31-2024 | |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | COM NEW | 1954 | $301,505 | 3,434 | 0.00 | 0.03 | 0 | 0.00 | 03-31-2023 |