Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 301 | $570,323 | 10,575 | 0.00 | 0.00 | -1,236 | -10.46 | 03-31-2024 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 302 | $475,603 | 10,087 | 0.00 | 0.00 | 4,979 | 97.47 | 12-31-2023 |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 303 | $757,254 | 10,075 | 0.00 | 0.00 | -1,017 | -9.17 | 09-30-2023 |
MACKENZIE FINANCIAL CORP | COM | 304 | $538,114 | 9,978 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |