Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO LLC | COM | 751 | $1,240,000 | 18,707 | 0.02 | 0.02 | -73 | -0.39 | 12-31-2023 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | COM | 752 | $1,379,261 | 18,611 | 0.00 | 18,611 | +Inf | 03-31-2024 | |
STRATEGIC PLANNING GROUP LLC | COM | 753 | $1,377,106 | 18,581 | 0.00 | 18,581 | +Inf | 03-31-2024 | |
QUANTAMENTAL TECHNOLOGIES LLC | COM | 754 | $1,048,801 | 18,553 | 0.00 | 18,553 | +Inf | 06-30-2023 |