Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD WATERHOUSE CANADA INC | COM | 1201 | $679,449 | 4,258 | 0.00 | 0.00 | 326 | 8.29 | 03-31-2024 |
WESCOTT FINANCIAL ADVISORY GROUP LLC | COM | 1202 | $685,444 | 4,242 | 0.00 | 0.00 | 873 | 25.91 | 03-31-2024 |
COOPER FINANCIAL GROUP | COM | 1203 | $685,346 | 4,241 | 0.00 | 0.00 | 157 | 3.84 | 03-31-2024 |
HILLTOP HOLDINGS INC | COM | 1204 | $520,544 | 4,240 | 0.00 | 0.06 | 1,418 | 50.25 | 09-30-2023 |