Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAVANT CAPITAL LLC | COM | 901 | $224,298 | 470 | 0.00 | 470 | +Inf | 12-31-2023 | |
DRIVE WEALTH MANAGEMENT LLC | COM | 902 | $212,971 | 469 | 0.00 | 0.00 | -18 | -3.70 | 03-31-2024 |
ONE CAPITAL MANAGEMENT LLC | COM | 903 | $209,019 | 460 | 0.00 | 0.00 | -33 | -6.69 | 03-31-2024 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | COM | Liquidated | $209,019 | 460 | 0.00 | 0.00 | 460 | +Inf | 03-31-2024 |