Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARLINGTON CAPITAL MANAGEMENT INC | CL B | 701 | $2,871,399 | 70,188 | 0.00 | 70,188 | +Inf | 03-31-2023 | |
GUARDIAN CAPITAL ADVISORS LP | CL B | 702 | $2,829,429 | 69,485 | 0.00 | 0.00 | 12,500 | 21.94 | 06-30-2023 |
AIA GROUP LTD | CL B | 703 | $3,257,499 | 69,279 | 0.00 | 0.00 | 45,781 | 194.83 | 03-31-2024 |
PERIGON WEALTH MANAGEMENT LLC | CL B | 704 | $3,247,399 | 69,065 | 0.00 | 0.00 | 2,232 | 3.34 | 03-31-2024 |