Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIDEL ASSET MANAGEMENT INC | SHS CLASS A | 2151 | $692,527 | 1,998 | 0.00 | 0.00 | -90 | -4.31 | 03-31-2024 |
PLATFORM TECHNOLOGY PARTNERS | SHS CLASS A | 2152 | $733,271 | 1,996 | 0.00 | 0.00 | 131 | 7.02 | 12-31-2023 |
FORZA WEALTH MANAGEMENT LLC | SHS CLASS A | 2153 | $689,754 | 1,990 | 0.00 | 0.00 | -75 | -3.63 | 03-31-2024 |
PRINCIPAL STREET PARTNERS LLC | Common stock | 2154 | $610,281 | 1,988 | 0.00 | 0.00 | 33 | 1.69 | 03-31-2024 |