Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | COM | 351 | $16,480 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LRI INVESTMENTS LLC | Stock | 352 | $12,426 | 436 | 0.00 | 436 | +Inf | 03-31-2024 | |
BLUE TRUST INC | COM | 353 | $11,873 | 409 | 0.00 | 0.00 | 135 | 49.27 | 03-31-2024 |
NATIONAL BANK OF CANADA /FI/ | COM | 354 | $10,852 | 380 | 0.00 | 380 | +Inf | 03-31-2024 |