Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUSSELL INVESTMENTS GROUP LTD | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 313 | 13.49 | 12-31-2023 |
WAYPOINT WEALTH COUNSEL | COM | 1452 | $342,726 | 2,632 | 0.00 | 0.00 | 94 | 3.70 | 03-31-2024 |
MAPLE CAPITAL MANAGEMENT INC | COM | 1453 | $342,218 | 2,628 | 0.00 | 0.00 | -15 | -0.57 | 03-31-2024 |
MOTCO | Com | 1454 | $342,088 | 2,627 | 0.00 | 0.00 | 23 | 0.88 | 03-31-2024 |