Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 751 | $66,222 | 2,091 | 0.00 | 2,091 | +Inf | 03-31-2024 | |
TOTH FINANCIAL ADVISORY CORP | COM | 752 | $65,884 | 2,080 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 753 | $65,557 | 2,070 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SUGARLOAF WEALTH MANAGEMENT LLC | REIT | 754 | $59,618 | 1,882 | 0.00 | 0.00 | -1,099 | -36.87 | 03-31-2024 |