Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NATIONAL BANK OF CANADA /FI/ | SHS | 501 | $3,906 | 65 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GOALVEST ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 55 | +Inf | 03-31-2024 | |
CENTERPOINT ADVISORS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ORION CAPITAL MANAGEMENT LLC | SHS | 504 | $5,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |