Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD WATERHOUSE CANADA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BENJAMIN F EDWARDS & COMPANY INC | COM | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 03-31-2024 | |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 31 | +Inf | 03-31-2024 | |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 604 | $3,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |