Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | Stock | 1101 | $288,000 | 3,478 | 0.03 | 3,478 | +Inf | 12-31-2022 | |
WEALTHSPIRE ADVISORS LLC | COM NON VTG | Liquidated | $0 | 0 | 0.00 | 0.00 | 126 | 3.76 | 03-31-2024 |
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM NON VTG | Liquidated | $0 | 0 | 0.00 | 0.00 | 534 | 18.24 | 03-31-2024 |
TD WATERHOUSE CANADA INC | COM NON VTG | 1104 | $270,154 | 3,452 | 0.00 | 0.00 | -38,015 | -91.68 | 03-31-2024 |