Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 1851 | $6,930 | 111 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1852 | $6,208 | 104 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ACIMA PRIVATE WEALTH LLC | Stock | 1853 | $5,971 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PINGORA PARTNERS LLC | COM | 1854 | $5,971 | 100 | 0.00 | 100 | +Inf | 12-31-2023 |