Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOBAM | COM | 1151 | $152,000 | 2,585 | 0.01 | 0.01 | 1,450 | 127.75 | 03-31-2024 |
COPPELL ADVISORY SOLUTIONS LLC | TSN | 1152 | $125,322 | 2,332 | 0.00 | 2,332 | +Inf | 12-31-2023 | |
HM PAYSON & CO | CL A | 1153 | $114,614 | 2,270 | 0.00 | 0.00 | 1,380 | 155.06 | 09-30-2023 |
GLOBAL RETIREMENT PARTNERS LLC | CL A | 1154 | $132,639 | 2,258 | 0.00 | 0.00 | 993 | 78.50 | 03-31-2024 |