Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTSIDE WEALTH GROUP LLC | COM | 751 | $10,023,981 | 16,505 | 0.00 | 0.00 | -1,151 | -6.52 | 03-31-2024 |
QV INVESTORS INC | COM | 752 | $9,924,000 | 16,340 | 0.86 | 0.72 | -140 | -0.85 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | COM | 753 | $7,952,930 | 16,334 | 0.00 | 0.00 | -2,720 | -14.28 | 12-31-2023 |
QS INVESTORS LLC | COM | 754 | $8,510,000 | 16,110 | 0.10 | 0.14 | -6,621 | -29.13 | 06-30-2021 |