Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 501 | $5,000 | 35 | 0.00 | 0.00 | 34 | 3400.00 | 03-31-2023 |
DENALI ADVISORS LLC | COM | 502 | $6,308 | 34 | 0.00 | 0.00 | 9 | 36.00 | 03-31-2024 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 503 | $5,752 | 31 | 0.00 | 0.00 | 16 | 106.67 | 03-31-2024 |
TD WATERHOUSE CANADA INC | COM | 504 | $5,670 | 31 | 0.00 | 31 | +Inf | 03-31-2024 |