Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDENWOLD ADVISORS INC | COM | 301 | $215,363 | 4,140 | 0.00 | 4,140 | +Inf | 03-31-2024 | |
FORUM FINANCIAL MANAGEMENT LP | COM | 302 | $212,814 | 4,091 | 0.00 | 4,091 | +Inf | 03-31-2024 | |
JUNCTURE WEALTH STRATEGIES LLC | COM | 303 | $208,964 | 4,017 | 0.00 | 4,017 | +Inf | 03-31-2024 | |
MACKENZIE FINANCIAL CORP | COM | 304 | $204,126 | 3,924 | 0.00 | 3,924 | +Inf | 03-31-2024 |