Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD FINANCIAL MANAGEMENT INC | COM | 3501 | $135,503 | 7,699 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIGHTHOUSE FINANCIAL ADVISORS INC | COM | 3502 | $233,000 | 7,697 | 0.07 | 7,697 | +Inf | 03-31-2021 | |
JCIC ASSET MANAGEMENT INC | COM | 3503 | $128,317 | 7,647 | 0.00 | 0.00 | 110 | 1.46 | 12-31-2023 |
TSFG LLC | Common Stock | 3504 | $132,000 | 7,516 | 0.03 | 0.08 | -7,249 | -49.10 | 03-31-2024 |