Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WFA ASSET MANAGEMENT CORP | COM | 901 | $7,988 | 108 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $13,986 | 108 | 0.00 | 0.00 | 108 | +Inf | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 903 | $13,842 | 107 | 0.00 | 0.00 | 39 | 57.35 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 904 | $12,932 | 101 | 0.00 | 101 | +Inf | 03-31-2024 |