Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL WEALTH ALLIANCE LLC | COM | 701 | $372,598 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BDO WEALTH ADVISORS LLC | COM | 702 | $292,129 | 46 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Equity | 703 | $315,020 | 45 | 0.00 | 45 | +Inf | 03-31-2024 | |
BAIRD FINANCIAL GROUP INC | COMMON | 704 | $364,498 | 45 | 0.00 | 0.00 | -2 | -4.26 | 03-31-2024 |