Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 951 | $6,218,163 | 20,971 | 0.00 | 0.00 | -562 | -2.61 | 12-31-2023 |
JARISLOWSKY FRASER LTD | Common Stock | 952 | $6,202,000 | 20,917 | 0.04 | 0.03 | 2,139 | 11.39 | 12-31-2023 |
AMERICAN MONEY MANAGEMENT LLC | COM | 953 | $5,503,039 | 20,889 | 0.00 | 0.00 | -57 | -0.27 | 09-30-2023 |
PARSONS CAPITAL MANAGEMENT INC/RI | COM | 954 | $5,864,293 | 20,799 | 0.00 | 0.00 | -5,129 | -19.78 | 03-31-2024 |