Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATTICUS WEALTH MANAGEMENT LLC | COM | 3101 | $35,164 | 86 | 0.00 | 0.00 | 1 | 1.18 | 03-31-2024 |
CORE WEALTH ADVISORS INC | COM | 3102 | $34,913 | 85 | 0.00 | 0.00 | 70 | 466.67 | 03-31-2024 |
AMUNDI | COMMSTCK | 3103 | $33,499 | 82 | 0.00 | 0.00 | 22 | 36.67 | 03-31-2024 |
DANDA TROUVE INVESTMENT MANAGEMENT INC | COM | 3104 | $28,000 | 82 | 0.05 | 0.04 | 0 | 0.00 | 09-30-2022 |