Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVANTAX ADVISORY SERVICES INC | COM | 1051 | $424,925 | 787 | 0.00 | 0.00 | 155 | 24.53 | 03-31-2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Equity | 1052 | $434,049 | 782 | 0.00 | 782 | +Inf | 03-31-2024 | |
YARBROUGH CAPITAL LLC | COM | 1053 | $419,526 | 777 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SAVANT CAPITAL LLC | COM | 1054 | $431,275 | 777 | 0.00 | 0.00 | 184 | 31.03 | 12-31-2023 |