Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CI INVESTMENTS INC | COM | 551 | $20,000 | 298 | 0.00 | 0.00 | 69 | 30.13 | 03-31-2024 |
SEMMAX FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -84 | -23.66 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 553 | $17,988 | 268 | 0.00 | 0.00 | 12 | 4.69 | 12-31-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 554 | $15,824 | 239 | 0.00 | 0.00 | -70 | -22.65 | 03-31-2024 |