Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUMATURE WEALTH PARTNERS LLC | CL A | 351 | $28,560 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
KISTLER-TIFFANY COMPANIES LLC | CL A | 352 | $26,451 | 596 | 0.00 | 0.01 | -10 | -1.65 | 03-31-2023 |
SIGNATUREFD LLC | CL A | 353 | $23,491 | 588 | 0.00 | 0.00 | -42 | -6.67 | 03-31-2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 354 | $21,653 | 542 | 0.00 | 542 | +Inf | 03-31-2024 |