Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMS CAPITAL MANAGEMENT | COM | 251 | $252,178 | 9,843 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BANK OF MONTREAL /CAN/ | COM | 252 | $285,696 | 9,811 | 0.00 | 0.00 | 3,454 | 54.33 | 03-31-2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 253 | $281,022 | 9,680 | 0.00 | 0.00 | 624 | 6.89 | 03-31-2024 |
BRIGHTON JONES LLC | COM | 254 | $316,267 | 9,595 | 0.00 | 0.00 | 16 | 0.17 | 12-31-2023 |