Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DT INVESTMENT PARTNERS LLC | COM | 951 | $178,693 | 7,591 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MCDONALD PARTNERS LLC | COM | Liquidated | $215,064 | 7,589 | 0.00 | 0.00 | 7,589 | +Inf | 03-31-2024 |
IBEX WEALTH ADVISORS | COM | 953 | $205,000 | 7,580 | 0.06 | 0.05 | -92 | -1.20 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 954 | $182,811 | 7,570 | 0.00 | 0.00 | -958 | -11.23 | 12-31-2023 |