Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCF NATIONAL BANK | COMMON STOCK | 551 | $343,000 | 4,220 | 0.04 | 4,220 | +Inf | 03-31-2021 | |
ATRIA WEALTH SOLUTIONS INC | COM | 552 | $314,271 | 4,205 | 0.00 | 0.00 | -716 | -14.55 | 03-31-2024 |
MACKENZIE FINANCIAL CORP | COM | 553 | $313,791 | 4,199 | 0.00 | 0.00 | -21,280 | -83.52 | 03-31-2024 |
BROOKSTONE CAPITAL MANAGEMENT | COM | 554 | $307,878 | 4,120 | 0.00 | 0.00 | 32 | 0.78 | 03-31-2024 |