Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SJS INVESTMENT CONSULTING INC | COM | 1101 | $936 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVION WEALTH | COM | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 03-31-2024 | |
CVA FAMILY OFFICE LLC | COM | 1103 | $549 | 9 | 0.00 | 9 | +Inf | 12-31-2023 | |
COLUMN CAPITAL ADVISORS LLC | Stock | 1104 | $447 | 8 | 0.00 | 0.00 | -1 | -11.11 | 09-30-2023 |