Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NATIONAL BANK OF CANADA /FI/ | COM | 501 | $1,899 | 40 | 0.00 | 0.00 | 25 | 166.67 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM | 502 | $3,558 | 39 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
VALLEY NATIONAL ADVISERS INC | COM | 503 | $1,000 | 35 | 0.00 | 35 | +Inf | 03-31-2024 | |
BEACON CAPITAL MANAGEMENT LLC | COM | 504 | $1,666 | 32 | 0.00 | 32 | +Inf | 03-31-2024 |