Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 501 | $515,000 | 6,323 | 0.02 | 0.03 | 0 | 0.00 | 03-31-2022 |
AVANTAX ADVISORY SERVICES INC | COM | 502 | $751,979 | 6,322 | 0.00 | 0.00 | 2 | 0.03 | 03-31-2024 |
CI INVESTMENTS INC | COM | 503 | $751,000 | 6,310 | 0.00 | 0.00 | 409 | 6.93 | 03-31-2024 |
CWM LLC | COM | 504 | $732,000 | 6,157 | 0.00 | 0.00 | -241 | -3.77 | 03-31-2024 |