Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GABLES CAPITAL MANAGEMENT INC | SHS CL A | 401 | $16,000 | 622 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
HHM WEALTH ADVISORS LLC | SHS CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CARMEL CAPITAL PARTNERS LLC | SHS CL A | Liquidated | $0 | 0 | 0.00 | 576 | +Inf | 03-31-2024 | |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |