Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KLR INVESTMENT ADVISORS LLC | COM | 3651 | $515,623 | 3,192 | 0.00 | 0.00 | -76 | -2.33 | 03-31-2024 |
SIGNIFICANT WEALTH PARTNERS LLC | COM | 3652 | $517,831 | 3,192 | 0.00 | 0.00 | -1,856 | -36.77 | 03-31-2024 |
FLAHARTY ASSET MANAGEMENT LLC | COM | 3653 | $516,768 | 3,185 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LORNE STEINBERG WEALTH MANAGEMENT INC | COM | 3654 | $465,118 | 3,174 | 0.00 | 0.00 | -150 | -4.51 | 12-31-2023 |