Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | CORP COM | 451 | $253,000 | 1,573 | 0.00 | 0.00 | -23 | -1.44 | 03-31-2024 |
PFG INVESTMENTS LLC | COM | 452 | $246,169 | 1,531 | 0.00 | 1,531 | +Inf | 03-31-2024 | |
NAPLES GLOBAL ADVISORS LLC | COM | 453 | $241,185 | 1,500 | 0.00 | 1,500 | +Inf | 03-31-2024 | |
HSBC HOLDINGS PLC | COM | 454 | $219,630 | 1,488 | 0.00 | 0.00 | -19,930 | -93.05 | 12-31-2023 |