Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA INVESTMENT ADVISERS | COM | 351 | $207,199 | 11,595 | 0.00 | 0.00 | 920 | 8.62 | 12-31-2023 |
LEITH WHEELER INVESTMENT COUNSEL LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,506 | -23.33 | 12-31-2023 |
CREATIVE PLANNING | COM | 353 | $203,411 | 11,434 | 0.00 | 0.00 | -8,888 | -43.74 | 12-31-2023 |
MIROVA | Common Stock | 354 | $187,136 | 11,407 | 0.00 | 0.00 | -12,151 | -51.58 | 09-30-2023 |