Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DERBY & COMPANY INC | COM | 5501 | $761,000 | 2,701 | 0.15 | 0.13 | 317 | 13.30 | 09-30-2021 |
DORVAL CORP | COM | 5502 | $1,115,173 | 2,696 | 0.00 | 0.00 | -9 | -0.33 | 03-31-2024 |
AXIM PLANNING & WEALTH | COM | 5503 | $1,130,054 | 2,686 | 0.00 | 0.00 | -83 | -3.00 | 03-31-2024 |
ANGLEPOINT ASSET MANAGEMENT LTD | COM | 5504 | $1,007,787 | 2,680 | 0.00 | 2,680 | +Inf | 12-31-2023 |