Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 351 | $1,375,761 | 15,100 | 0.00 | 15,100 | +Inf | 12-31-2023 | |
HM CAPITAL MANAGEMENT LLC | COM | 352 | $857,000 | 15,048 | 0.48 | 0.46 | 847 | 5.96 | 06-30-2022 |
CIBC WORLD MARKET INC | COM | 353 | $1,365,000 | 14,979 | 0.00 | 0.00 | 165 | 1.11 | 12-31-2023 |
ING GROEP NV | COM | 354 | $1,562,289 | 14,793 | 0.00 | 0.00 | 14,771 | 67140.91 | 06-30-2023 |