Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PACIFICA PARTNERS INC | COM | 1751 | $15,680 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ESTABROOK CAPITAL MANAGEMENT | COMMON | 1752 | $14,365 | 59 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TRIASIMA PORTFOLIO MANAGEMENT INC | COM | 1753 | $15,000 | 55 | 0.01 | 55 | +Inf | 09-30-2021 | |
RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 52 | +Inf | 12-31-2023 |