Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOKIO MARINE ASSET MANAGEMENT CO LTD | COM | 501 | $488,528 | 2,104 | 0.00 | 0.00 | 155 | 7.95 | 03-31-2024 |
ZEKE CAPITAL ADVISORS LLC | Stock | 502 | $235,000 | 2,100 | 0.02 | 0.02 | 250 | 13.51 | 09-30-2022 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 503 | $282,506 | 2,088 | 0.00 | 2,088 | +Inf | 09-30-2023 | |
CIBC ASSET MANAGEMENT INC | COM | 504 | $484,813 | 2,088 | 0.00 | 0.00 | 4 | 0.19 | 03-31-2024 |