Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL RIVER WEALTH MANAGEMENT LLC | COM | 651 | $799,484 | 3,517 | 0.00 | 3,517 | +Inf | 12-31-2023 | |
SCOTIA CAPITAL INC | COM | 652 | $796,283 | 3,503 | 0.00 | 0.00 | 58 | 1.68 | 12-31-2023 |
E OHMAN J:OR ASSET MANAGEMENT AB | COM | 653 | $625,030 | 3,500 | 0.00 | 0.00 | -2,900 | -45.31 | 12-31-2022 |
LEVEL FOUR FINANCIAL LLC | COM | 654 | $633,000 | 3,475 | 0.28 | 0.27 | -206 | -5.60 | 09-30-2021 |