Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMARILLO NATIONAL BANK | Com | 1601 | $1,176,555 | 12,874 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | COM | 1602 | $1,176,372 | 12,872 | 0.00 | 12,872 | +Inf | 03-31-2024 | |
PORTSIDE WEALTH GROUP LLC | COM | 1603 | $1,175,472 | 12,862 | 0.00 | 0.00 | -234 | -1.79 | 03-31-2024 |
HEDEKER WEALTH LLC | COM | 1604 | $1,230,591 | 12,817 | 0.00 | 0.00 | -222 | -1.70 | 12-31-2023 |