Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL SECURITY ADVISOR INC | Common Stock | 1151 | $484,567 | 3,255 | 0.00 | 0.00 | 75 | 2.36 | 03-31-2024 |
DIVERSIFIED INVESTMENT STRATEGIES LLC | COM | 1152 | $480,468 | 3,227 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | Equity | 1153 | $422,862 | 3,225 | 0.00 | 3,225 | +Inf | 03-31-2024 | |
PARADIGM FINANCIAL ADVISORS LLC | COM | 1154 | $522,000 | 3,220 | 0.12 | 0.11 | 0 | 0.00 | 09-30-2021 |