Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORTIS GROUP ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 75 | +Inf | 12-31-2023 | |
PRINCIPAL SECURITIES INC | COM | 202 | $697 | 64 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 203 | $327 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | 204 | $339 | 30 | 0.00 | 30 | +Inf | 03-31-2024 |