Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEY FINANCIAL INC | COM | 601 | $12,805 | 103 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 602 | $13,300 | 102 | 0.00 | 0.00 | 42 | 70.00 | 03-31-2024 |
TD WATERHOUSE CANADA INC | COM | 603 | $17,404 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PROMETHOS CAPITAL LLC | Equity | 604 | $11,996 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |