Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELLWETHER ADVISORS LLC | COM | 551 | $386,442 | 11,076 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CI INVESTMENTS INC | COM | 552 | $356,000 | 11,072 | 0.00 | 0.00 | -206 | -1.83 | 12-31-2023 |
LARSON FINANCIAL GROUP LLC | COM | 553 | $355,177 | 11,061 | 0.00 | 0.00 | -1,054 | -8.70 | 12-31-2023 |
SCOTT INVESTMENT PARTNERS LLP | COM | 554 | $418,000 | 11,000 | 0.96 | 0.99 | 0 | 0.00 | 09-30-2023 |