Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTMENT PARTNERS LTD | COM | 601 | $1,688,258 | 20,786 | 0.00 | 0.00 | -700 | -3.26 | 12-31-2023 |
AGF INVESTMENTS INC | COM | 602 | $1,772,000 | 20,500 | 0.02 | 20,500 | +Inf | 09-30-2022 | |
RALEIGH CAPITAL MANAGEMENT INC | COM | 603 | $1,754,184 | 20,374 | 0.00 | 0.00 | 306 | 1.52 | 03-31-2024 |
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM | 604 | $1,746,495 | 20,284 | 0.00 | 0.00 | -1,090 | -5.10 | 03-31-2024 |