Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OCCIDENTAL ASSET MANAGEMENT LLC | COM | 601 | $1,386,145 | 13,289 | 0.00 | 0.00 | -1,169 | -8.09 | 03-31-2024 |
WELLINGTON WEALTH STRATEGIES LLC | COM | 602 | $1,373,130 | 13,164 | 0.00 | 13,164 | +Inf | 03-31-2024 | |
EVOKE WEALTH LLC | COM | 603 | $1,370,390 | 13,138 | 0.00 | 0.00 | 34 | 0.26 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 604 | $1,379,486 | 13,135 | 0.00 | 0.00 | -721 | -5.20 | 03-31-2024 |