Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM CAPITAL MANAGEMENT LLC | CAP STK CL C | 5401 | $437,000 | 200 | 0.24 | 0.21 | 7 | 3.63 | 06-30-2022 |
EQUITEC PROPRIETARY MARKETS LLC | CAP STK CL C | 5402 | $36,684 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
GUARDIAN WEALTH MANAGEMENT INC | Stock | 5403 | $30,300 | 199 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
POWER CORP OF CANADA | CAP STK CL C | 5404 | $25,052 | 190 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |