Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETERSON WEALTH SERVICES | COM | 751 | $8,120,006 | 41,035 | 0.00 | 0.00 | 659 | 1.63 | 06-30-2024 |
GOLDSTREAM CAPITAL MANAGEMENT LTD | COM | 752 | $8,109,914 | 40,984 | 0.00 | 0.01 | -16,264 | -28.41 | 06-30-2024 |
CIDEL ASSET MANAGEMENT INC | COM | 753 | $7,184,713 | 40,871 | 0.00 | 0.00 | 29 | 0.07 | 03-31-2024 |
GLADSTONE INSTITUTIONAL ADVISORY LLC | COM | 754 | $8,056,376 | 40,713 | 0.00 | 0.00 | 3,711 | 10.03 | 06-30-2024 |