Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM | 751 | $1,812 | 17 | 0.00 | 0.00 | -35 | -67.31 | 06-30-2024 |
HARBOUR INVESTMENTS INC | COM | 752 | $1,694 | 16 | 0.00 | 16 | +Inf | 06-30-2024 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 753 | $1,000 | 15 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
ADVISORNET FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -31.82 | 06-30-2024 |