Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 451 | $148,592 | 3,238 | 0.00 | 3,238 | +Inf | 03-31-2024 | |
FARTHER FINANCE ADVISORS LLC | Stock | 452 | $112,936 | 3,040 | 0.00 | 3,040 | +Inf | 06-30-2023 | |
KBC GROUP NV | COM | 453 | $133,000 | 2,910 | 0.00 | 0.00 | 951 | 48.55 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 454 | $128,100 | 2,786 | 0.00 | 2,786 | +Inf | 03-31-2024 |