Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLEVIEW PARTNERS LLC | COM NEW | 1251 | $234,214 | 1,372 | 0.00 | 0.00 | -66 | -4.59 | 12-31-2023 |
STRATOS WEALTH ADVISORS LLC | COM NEW | 1252 | $221,185 | 1,371 | 0.00 | 0.00 | 5 | 0.37 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1253 | $233,879 | 1,370 | 0.00 | 0.00 | 616 | 81.70 | 12-31-2023 |
XTX TOPCO LTD | COM NEW | 1254 | $220,147 | 1,365 | 0.00 | 0.00 | -780 | -36.36 | 03-31-2024 |