Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2551 | $62,723 | 589 | 0.00 | 0.00 | -55 | -8.54 | 03-31-2024 |
TACITA CAPITAL INC | COM | 2552 | $65,784 | 580 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 2553 | $64,990 | 573 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ITAU UNIBANCO HOLDING SA | COM | Liquidated | $0 | 0 | 0.00 | 563 | +Inf | 12-31-2023 |