Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACCESS INVESTMENT MANAGEMENT LLC | COM | 301 | $3,664,594 | 28,536 | 0.00 | 0.00 | 35 | 0.12 | 03-31-2024 |
HENNION & WALSH ASSET MANAGEMENT INC | COM | 302 | $3,624,526 | 28,224 | 0.00 | 0.00 | -406 | -1.42 | 03-31-2024 |
BARNES PETTEY FINANCIAL ADVISORS LLC | COM | 303 | $3,616,963 | 28,165 | 0.00 | 0.00 | 1,257 | 4.67 | 03-31-2024 |
CIBC ASSET MANAGEMENT INC | COM | 304 | $3,561,729 | 27,735 | 0.00 | 0.00 | 832 | 3.09 | 03-31-2024 |