Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORIENT CAPITAL PARTNERS LLC | COM | 751 | $219,000 | 2,671 | 0.02 | 2,671 | +Inf | 09-30-2022 | |
HORIZON INVESTMENTS LLC | COM | 752 | $139,974 | 2,504 | 0.00 | 0.00 | 34 | 1.38 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 753 | $131,142 | 2,331 | 0.00 | 2,331 | +Inf | 03-31-2024 | |
DAKOTA COMMUNITY BANK & TRUST NA | COM | 754 | $129,544 | 2,292 | 0.00 | 0.00 | 45 | 2.00 | 03-31-2024 |