Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
POWER CORP OF CANADA | COM | 3601 | $19,383 | 183 | 0.00 | 183 | +Inf | 09-30-2023 | |
BFSG LLC | COM | 3602 | $22,545 | 179 | 0.00 | 179 | +Inf | 03-31-2024 | |
GUARDIAN WEALTH MANAGEMENT INC | Stock | 3603 | $18,377 | 174 | 0.00 | 0.00 | 1 | 0.58 | 12-31-2023 |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 3604 | $18,228 | 172 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |