Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CI INVESTMENTS INC | SHS | 601 | $7,000 | 207 | 0.00 | 0.00 | 1 | 0.49 | 12-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 602 | $9,000 | 202 | 0.00 | 0.00 | 91 | 81.98 | 09-30-2021 |
IFP ADVISORS INC | cs | 603 | $6,469 | 201 | 0.00 | 0.00 | -70 | -25.83 | 12-31-2023 |
AMERICAN CAPITAL ADVISORY LLC | SHS | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 03-31-2024 |