Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATWOOD & PALMER INC | COM | 651 | $89,280 | 2,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
QUADRANT CAPITAL GROUP LLC | COM | 652 | $84,891 | 2,282 | 0.00 | 0.00 | 58 | 2.61 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 653 | $83,950 | 2,257 | 0.00 | 0.00 | 60 | 2.73 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 40 | 2.01 | 12-31-2023 |