Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUTTONWOOD FINANCIAL ADVISORS INC | COM | 901 | $665,980 | 2,286 | 0.00 | 2,286 | +Inf | 03-31-2024 | |
RWA WEALTH PARTNERS LLC | COM | 902 | $665,689 | 2,285 | 0.00 | 0.00 | 94 | 4.29 | 03-31-2024 |
GUARDIAN CAPITAL LP | COM | 903 | $707,273 | 2,278 | 0.00 | 0.00 | -459 | -16.77 | 12-31-2023 |
ANNEX ADVISORY SERVICES LLC | COM | 904 | $662,126 | 2,273 | 0.00 | 0.00 | 108 | 4.99 | 03-31-2024 |