Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Common Stock | 851 | $75,615 | 1,737 | 0.00 | 1,737 | +Inf | 03-31-2024 | |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | 765 | 91.62 | 12-31-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 853 | $62,000 | 1,518 | 0.00 | 1,518 | +Inf | 09-30-2022 | |
NEXT FINANCIAL GROUP INC | COM | 854 | $88,000 | 1,516 | 0.01 | 0.01 | 289 | 23.55 | 06-30-2021 |