Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EPG WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 11,105 | +Inf | 03-31-2024 | |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 552 | $781,045 | 10,932 | 0.00 | 0.00 | 119 | 1.10 | 12-31-2023 |
TEZA CAPITAL MANAGEMENT LLC | COM | 553 | $755,835 | 10,891 | 0.00 | 10,891 | +Inf | 09-30-2023 | |
ADVISORS ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -217 | -1.97 | 03-31-2024 |