Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUARDIAN CAPITAL LP | COM | 1351 | $1,832,831 | 19,090 | 0.00 | 0.00 | 1,000 | 5.53 | 12-31-2023 |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 1352 | $1,832,591 | 19,088 | 0.00 | 0.00 | -2,238 | -10.49 | 12-31-2023 |
ARETE WEALTH ADVISORS LLC | COM | 1353 | $1,830,903 | 19,070 | 0.00 | 0.00 | 443 | 2.38 | 12-31-2023 |
ALTI GLOBAL INC | COM | 1354 | $1,742,501 | 19,067 | 0.00 | 19,067 | +Inf | 03-31-2024 |