Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYSTM WEALTH SOLUTIONS LLC | COM | 251 | $65,657 | 990 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KBC GROUP NV | COM | 252 | $61,000 | 937 | 0.00 | 0.00 | -1,135 | -54.78 | 12-31-2023 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 253 | $54,000 | 807 | 0.02 | 0.01 | -27 | -3.24 | 06-30-2022 |
VISIONPOINT ADVISORY GROUP LLC | COM | 254 | $50,890 | 781 | 0.00 | 781 | +Inf | 12-31-2023 |