Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 401 | $137,000 | 162 | 0.09 | 0.06 | 30 | 22.73 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TD WATERHOUSE CANADA INC | COM | 403 | $166,237 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INVESTORS RESEARCH CORP | COM | 404 | $118,497 | 140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |