Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 1251 | $776,712 | 4,477 | 0.00 | 0.00 | -258 | -5.45 | 06-30-2024 |
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | COM | 1252 | $601,207 | 4,459 | 0.00 | 0.02 | 2,060 | 85.87 | 03-31-2023 |
BAHL & GAYNOR INC | COM | 1253 | $772,506 | 4,453 | 0.00 | 0.00 | 1,062 | 31.32 | 06-30-2024 |
HENRICKSON NAUTA WEALTH ADVISORS INC | COM | 1254 | $939,156 | 4,446 | 0.00 | 0.00 | 55 | 1.25 | 03-31-2024 |