Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM | 1401 | $85,078 | 2,827 | 0.00 | 0.00 | -24 | -0.84 | 12-31-2023 |
VOISARD ASSET MANAGEMENT GROUP INC | COM | 1402 | $84,798 | 2,806 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 1403 | $83,771 | 2,784 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRIVATE TRUST CO NA | Com | 1404 | $82,803 | 2,740 | 0.00 | 0.00 | -306 | -10.05 | 03-31-2024 |