Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SIGNATUREFD LLC | COM | 502 | $25,951 | 992 | 0.00 | 0.00 | 151 | 17.95 | 03-31-2024 |
CI INVESTMENTS INC | COM | 503 | $23,000 | 879 | 0.00 | 0.00 | 168 | 23.63 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 504 | $19,463 | 744 | 0.00 | 0.00 | 672 | 933.33 | 03-31-2024 |