Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 251 | $6,073,574 | 36,336 | 0.00 | 0.00 | 4,230 | 13.18 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 252 | $6,069,657 | 36,313 | 0.00 | 0.00 | 136 | 0.38 | 03-31-2024 |
M&T BANK CORP | COM | 253 | $5,963,863 | 36,281 | 0.00 | 0.00 | 2,554 | 7.57 | 12-31-2023 |
NATIONAL BANK OF CANADA /FI/ | COM | 254 | $5,796,497 | 35,720 | 0.00 | 0.00 | 4,576 | 14.69 | 12-31-2023 |