Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,002 | -88.35 | 03-31-2024 |
NATIONAL BANK OF CANADA /FI/ | COM | 352 | $19,687 | 370 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 353 | $14,977 | 339 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 354 | $13,040 | 326 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |