Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MACKENZIE FINANCIAL CORP | COM PAR $1 | 451 | $406,783 | 7,540 | 0.00 | 0.00 | -168 | -2.18 | 12-31-2023 |
WRIGHT INVESTORS SERVICE INC | COM PAR $1 | Liquidated | $0 | 0 | 0.00 | 7,509 | +Inf | 12-31-2023 | |
ADVISORSHARES INVESTMENTS LLC | ADR | 453 | $384,879 | 7,134 | 0.00 | 7,134 | +Inf | 12-31-2023 | |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM PAR $1 | 454 | $413,135 | 7,026 | 0.00 | 0.00 | 143 | 2.08 | 03-31-2024 |