Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOTH FINANCIAL ADVISORY CORP | COM | 551 | $18,287 | 245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 552 | $14,458 | 240 | 0.00 | 0.00 | -2 | -0.83 | 06-30-2023 |
QUARRY LP | COM | 553 | $16,527 | 239 | 0.00 | 239 | +Inf | 12-31-2023 | |
CI INVESTMENTS INC | COM | 554 | $16,000 | 233 | 0.00 | 0.00 | 1 | 0.43 | 12-31-2023 |