Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POWER CORP OF CANADA | CL B | 3701 | $15,777 | 165 | 0.00 | 0.00 | -165 | -50.00 | 09-30-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 3702 | $15,458 | 164 | 0.00 | 0.00 | 34 | 26.15 | 03-31-2024 |
TFO-TDC LLC | CL B | 3703 | $17,659 | 160 | 0.00 | 160 | +Inf | 06-30-2023 | |
CORDASCO FINANCIAL NETWORK | CL B | 3704 | $21,000 | 155 | 0.01 | 0.02 | 0 | 0.00 | 03-31-2022 |