Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOYAR ASSET MANAGEMENT INC | COM | 401 | $339,733 | 11,216 | 0.00 | 0.24 | -2,137 | -16.00 | 03-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 402 | $325,000 | 11,154 | 0.05 | 0.06 | -2,190 | -16.41 | 09-30-2021 |
TD WATERHOUSE CANADA INC | COM | 403 | $367,825 | 11,123 | 0.00 | 0.00 | -261 | -2.29 | 12-31-2023 |
VERDENCE CAPITAL ADVISORS LLC | COM | 404 | $367,835 | 10,696 | 0.00 | 0.00 | -2,004 | -15.78 | 03-31-2024 |