Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIM INVESTMENT MANAGEMENT INC | COM | 501 | $493,713 | 4,127 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CIBC WORLD MARKET INC | COM | 502 | $493,000 | 4,125 | 0.00 | 0.00 | 1,073 | 35.16 | 03-31-2024 |
PRAIRIE SKY FINANCIAL GROUP LLC | Common Stock | 503 | $500,090 | 4,107 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVANTAX ADVISORY SERVICES INC | COM | 504 | $489,727 | 4,094 | 0.00 | 0.00 | -459 | -10.08 | 03-31-2024 |