Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRING TURNER CAPITAL GROUP INC | COM | 3601 | $705,330 | 4,500 | 0.00 | 0.00 | 100 | 2.27 | 12-31-2023 |
TRIAGEN WEALTH MANAGEMENT LLC | COM | 3602 | $710,906 | 4,494 | 0.00 | 0.00 | -56 | -1.23 | 03-31-2024 |
FINANCIAL ADVISORY GROUP | COM | 3603 | $710,684 | 4,493 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HORST & GRABEN WEALTH MANAGEMENT LLC | COM | 3604 | $710,545 | 4,492 | 0.00 | 0.00 | 5 | 0.11 | 03-31-2024 |