Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KELLY LAWRENCE W & ASSOCIATES INC/CA | COM | 2101 | $344,621 | 3,249 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 2102 | $355,054 | 3,248 | 0.00 | 0.00 | -2,244 | -40.86 | 12-31-2023 |
LEO WEALTH LLC | COM | 2103 | $349,549 | 3,244 | 0.00 | 3,244 | +Inf | 12-31-2023 | |
CAMDEN NATIONAL BANK | COMMON STOCK | 2104 | $625,000 | 3,243 | 0.12 | 3,243 | +Inf | 03-31-2021 |