Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH ADVISORS LLC | Stock | 2251 | $327,873 | 5,982 | 0.00 | 0.00 | -135 | -2.21 | 03-31-2024 |
MAYFLOWER FINANCIAL ADVISORS LLC | COM STK | 2252 | $327,490 | 5,975 | 0.00 | 0.00 | 188 | 3.25 | 03-31-2024 |
CIDEL ASSET MANAGEMENT INC | COM STK | 2253 | $327,216 | 5,970 | 0.00 | 0.00 | 145 | 2.49 | 03-31-2024 |
BALENTINE LLC | COM STK | 2254 | $326,777 | 5,962 | 0.00 | 0.00 | 914 | 18.11 | 03-31-2024 |