Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 851 | $811,256 | 6,910 | 0.00 | 0.00 | 1,116 | 19.26 | 03-31-2024 |
KOWAL INVESTMENT GROUP LLC | COM | 852 | $810,762 | 6,906 | 0.00 | 0.00 | 1,451 | 26.60 | 03-31-2024 |
INVESTORS RESEARCH CORP | COM | 853 | $803,251 | 6,842 | 0.00 | 0.00 | -125 | -1.79 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 854 | $795,184 | 6,838 | 0.00 | 0.00 | 2,184 | 46.93 | 03-31-2024 |