Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DORCHESTER WEALTH MANAGEMENT CO | COM | 3801 | $1,418,589 | 1,570 | 0.00 | 0.00 | -180 | -10.29 | 03-31-2024 |
WADDELL & ASSOCIATES LLC | COM | 3802 | $1,416,782 | 1,568 | 0.00 | 0.00 | 127 | 8.81 | 03-31-2024 |
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC | Stock | 3803 | $1,409,554 | 1,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CURI WEALTH MANAGEMENT LLC | COM | 3804 | $772,576 | 1,560 | 0.00 | 0.00 | 120 | 8.33 | 12-31-2023 |