Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1351 | $138,823 | 961 | 0.00 | 0.00 | 14 | 1.48 | 12-31-2023 |
WESBANCO BANK INC | COMMON STOCK | Liquidated | $0 | 0 | 0.01 | 0.01 | 25 | 2.71 | 03-31-2024 |
AMERITAS INVESTMENT COMPANY LLC | COM | 1353 | $206,000 | 941 | 0.01 | 0.06 | -5,575 | -85.56 | 09-30-2021 |
FOCUSED WEALTH MANAGEMENT INC | COM | 1354 | $133,665 | 925 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |