Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OFI INVEST ASSET MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -0.78 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1602 | $32,977 | 126 | 0.00 | 126 | +Inf | 03-31-2024 | |
VISIONPOINT ADVISORY GROUP LLC | COM | 1603 | $32,453 | 124 | 0.00 | 0.00 | -6 | -4.62 | 03-31-2024 |
SJS INVESTMENT CONSULTING INC | COM | 1604 | $32,193 | 123 | 0.00 | 0.00 | 107 | 668.75 | 03-31-2024 |