Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST COAST FINANCIAL LLC | COM | 1801 | $366,307 | 2,292 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
POWER CORP OF CANADA | COM | 1802 | $258,678 | 2,290 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
REGENT PEAK WEALTH ADVISORS LLC | COM | 1803 | $365,029 | 2,284 | 0.00 | 0.00 | -9 | -0.39 | 03-31-2024 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1804 | $363,591 | 2,275 | 0.00 | 0.00 | 48 | 2.16 | 03-31-2024 |