Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC ASSET MANAGEMENT INC | COM | 601 | $228,095 | 1,829 | 0.00 | 1,829 | +Inf | 03-31-2024 | |
PERIGON WEALTH MANAGEMENT LLC | COM | 602 | $227,097 | 1,821 | 0.00 | 1,821 | +Inf | 03-31-2024 | |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 603 | $218,286 | 1,812 | 0.00 | 0.00 | -122 | -6.31 | 03-31-2024 |
STEPHENS INC /AR/ | COM | 604 | $225,602 | 1,809 | 0.00 | 1,809 | +Inf | 03-31-2024 |