Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 401 | $8,295 | 6,011 | 0.00 | 6,011 | +Inf | 03-31-2024 | |
ALLWORTH FINANCIAL LP | COM | 402 | $19,707 | 3,910 | 0.00 | 0.00 | 3,874 | 10761.11 | 06-30-2023 |
NATIONAL BANK OF CANADA /FI/ | COM | 403 | $6,518 | 3,791 | 0.00 | 0.00 | -12,863 | -77.24 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 404 | $28,000 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |