Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMALGAMATED BANK | COM | 301 | $23,000 | 3,389 | 0.00 | 0.00 | -9,657 | -74.02 | 03-31-2024 |
TRADITION WEALTH MANAGEMENT LLC | FOREIGN CANADIAN | 302 | $13,000 | 2,446 | 0.00 | 0.00 | 100 | 4.26 | 12-31-2023 |
TORONTO DOMINION BANK | COM | 303 | $12,898 | 2,358 | 0.00 | 0.00 | -4,331 | -64.75 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 304 | $13,946 | 2,030 | 0.00 | 0.00 | 1,738 | 595.21 | 03-31-2024 |