Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 170 | 100.00 | 12-31-2023 |
NORTHWEST FINANCIAL ADVISORS | COM | 2402 | $42,835 | 331 | 0.00 | 0.00 | 3 | 0.91 | 03-31-2024 |
PACIFICA PARTNERS INC | COM | 2403 | $40,901 | 327 | 0.00 | 0.00 | 31 | 10.47 | 03-31-2024 |
CLARITY ASSET MANAGEMENT INC | COM | 2404 | $41,967 | 324 | 0.00 | 324 | +Inf | 03-31-2024 |