Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NATIONAL BANK OF CANADA /FI/ | COM | 601 | $11,563 | 883 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 602 | $10,491 | 840 | 0.00 | 0.00 | 12 | 1.45 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 603 | $10,000 | 808 | 0.00 | 0.00 | -1,861 | -69.73 | 03-31-2024 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 604 | $7,000 | 732 | 0.00 | 732 | +Inf | 09-30-2021 |