Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD WATERHOUSE CANADA INC | CL A | 451 | $20,285 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SPIRE WEALTH MANAGEMENT | CL A | 452 | $23,828 | 241 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 453 | $23,036 | 233 | 0.00 | 233 | +Inf | 03-31-2024 | |
PARKSIDE FINANCIAL BANK & TRUST | CL A | 454 | $22,444 | 227 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |