Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANADA LIFE ASSURANCE CO | COM | 201 | $24,000 | 1,731 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AMALGAMATED BANK | COM | 202 | $20,000 | 1,426 | 0.00 | 0.00 | -4,196 | -74.64 | 03-31-2024 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 203 | $17,080 | 1,220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
IAG WEALTH PARTNERS LLC | Common Stock | 204 | $12,978 | 927 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |