Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATRIA WEALTH SOLUTIONS INC | COM | 351 | $498,538 | 3,562 | 0.00 | 0.00 | 136 | 3.97 | 12-31-2023 |
TD ASSET MANAGEMENT INC | COM | 352 | $493,779 | 3,528 | 0.00 | 0.00 | 798 | 29.23 | 12-31-2023 |
DEKABANK DEUTSCHE GIROZENTRALE | COM | 353 | $532,000 | 3,518 | 0.00 | 0.00 | 116 | 3.41 | 03-31-2024 |
KISTLER-TIFFANY COMPANIES LLC | COM | 354 | $399,088 | 3,441 | 0.00 | 0.01 | 3,145 | 1062.50 | 03-31-2023 |