Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NAVELLIER & ASSOCIATES INC | COM | 551 | $3,025,202 | 24,897 | 0.00 | 0.00 | -1,515 | -5.74 | 12-31-2023 |
BRYN MAWR TRUST CO | COMMON STOCK | 552 | $2,979,082 | 24,651 | 0.00 | 0.15 | -1,017 | -3.96 | 09-30-2023 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | COM | 553 | $3,402,213 | 24,643 | 0.00 | 0.67 | 2,123 | 9.43 | 06-30-2023 |
CI INVESTMENTS INC | COM | 554 | $3,173,000 | 24,529 | 0.01 | 0.01 | 2,533 | 11.52 | 03-31-2024 |