Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RELYEA ZUCKERBERG HANSON LLC | COM | 2201 | $791,863 | 17,928 | 0.00 | 0.00 | 577 | 3.33 | 03-31-2024 |
GUARDIAN CAPITAL ADVISORS LP | COM | 2202 | $608,480 | 17,907 | 0.00 | 0.00 | -7,585 | -29.75 | 06-30-2023 |
FLC CAPITAL ADVISORS | COM | 2203 | $899,576 | 17,902 | 0.00 | 0.00 | 3,488 | 24.20 | 12-31-2023 |
SARGENT BICKHAM LAGUDIS LLC | COM | 2204 | $472,730 | 17,886 | 0.00 | 0.05 | -5,377 | -23.11 | 12-31-2022 |