Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1251 | $206,479 | 1,419 | 0.00 | 1,419 | +Inf | 03-31-2024 | |
CARDAN CAPITAL PARTNERS LLC | COM | 1252 | $221,000 | 1,400 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2021 |
INTACT INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 1,400 | +Inf | 03-31-2024 | |
CONCORD WEALTH PARTNERS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,381 | 8123.53 | 03-31-2024 |