Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BREWIN DOLPHIN LTD | COM | 2551 | $1,998,000 | 2,967 | 0.10 | 2,967 | +Inf | 06-30-2022 | |
MAPLE CAPITAL MANAGEMENT INC | COM | 2552 | $586,364 | 2,963 | 0.00 | 0.00 | 93 | 3.24 | 06-30-2024 |
KAVAR CAPITAL PARTNERS GROUP LLC | COM | 2553 | $585,527 | 2,959 | 0.00 | 0.00 | 9 | 0.31 | 06-30-2024 |
SILVERLAKE WEALTH MANAGEMENT LLC | COM | 2554 | $585,329 | 2,958 | 0.00 | 0.00 | 659 | 28.66 | 06-30-2024 |