Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MV CAPITAL MANAGEMENT INC | COM | 1051 | $22,736 | 261 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCF ADVISORS LLC | COM | 1052 | $22,039 | 253 | 0.00 | 0.00 | -347 | -57.83 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | 1053 | $20,339 | 243 | 0.00 | 0.00 | 52 | 27.23 | 06-30-2023 |
CI INVESTMENTS INC | COM | 1054 | $19,000 | 242 | 0.00 | 0.00 | 1 | 0.41 | 12-31-2023 |