Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 551 | $12,731 | 266 | 0.00 | 0.00 | -16 | -5.67 | 03-31-2024 |
ST GERMAIN D J CO INC | Stock | Liquidated | $0 | 0 | 0.00 | 260 | +Inf | 03-31-2024 | |
TD CAPITAL MANAGEMENT LLC | CL A | 553 | $13,998 | 247 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | CL A | 554 | $11,329 | 239 | 0.00 | 239 | +Inf | 03-31-2024 |