Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPOWERED FUNDS LLC | COM | 951 | $560,987 | 1,039 | 0.00 | 0.00 | 347 | 50.14 | 03-31-2024 |
GUARDIAN CAPITAL LP | COM | 952 | $574,477 | 1,035 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BRADLEY FOSTER & SARGENT INC/CT | com | 953 | $548,029 | 1,015 | 0.00 | 0.00 | -125 | -10.96 | 03-31-2024 |
ANGELES WEALTH MANAGEMENT LLC | COM | 954 | $546,409 | 1,012 | 0.00 | 0.00 | 12 | 1.20 | 03-31-2024 |