Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACOBS LEVY EQUITY MANAGEMENT INC | COM | 351 | $14,911,272 | 193,477 | 0.00 | 0.46 | -753,509 | -79.57 | 06-30-2023 |
GW HENSSLER & ASSOCIATES LTD | COM | 352 | $15,665,674 | 193,380 | 0.00 | 0.00 | -2,329 | -1.19 | 12-31-2023 |
CIBC WORLD MARKET INC | COM | 353 | $15,607,000 | 192,655 | 0.04 | 0.05 | 255 | 0.13 | 12-31-2023 |
NICOLA WEALTH MANAGEMENT LTD | COM | 354 | $15,472,910 | 191,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |