Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | CHCO | 251 | $24,588 | 223 | 0.00 | 223 | +Inf | 12-31-2023 | |
ATTICUS WEALTH MANAGEMENT LLC | COM | 252 | $22,929 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NATIONAL BANK OF CANADA /FI/ | COM | 253 | $23,016 | 218 | 0.00 | 0.00 | 22 | 11.22 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 254 | $18,239 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |