Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NICOLA WEALTH MANAGEMENT LTD | COM | 551 | $21,818,760 | 138,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GREENLEAF TRUST | COM | 552 | $8,271,089 | 137,462 | 0.00 | 0.00 | 92,092 | 202.98 | 03-31-2024 |
O'BRIEN GREENE & CO INC | COM | 553 | $21,569,000 | 137,225 | 2.52 | 2.37 | 94,246 | 219.28 | 06-30-2023 |
TDAM USA INC | COM | 554 | $19,474,000 | 136,611 | 1.20 | 1.06 | 8,814 | 6.90 | 06-30-2021 |