Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD WATERHOUSE CANADA INC | COM | 451 | $2,244 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 143 | 621.74 | 03-31-2024 |
IFP ADVISORS INC | re | Liquidated | $0 | 0 | 0.00 | 0.00 | -347 | -70.96 | 12-31-2023 |
VERSANT CAPITAL MANAGEMENT INC | REIT | 454 | $1,565 | 136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |