Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD WATERHOUSE CANADA INC | COM | 701 | $1,313 | 207 | 0.00 | 0.00 | -4 | -1.90 | 09-30-2023 |
BOGART WEALTH LLC | Stock | 702 | $1,521 | 205 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 703 | $1,110 | 200 | 0.00 | 200 | +Inf | 12-31-2023 | |
HAZLETT BURT & WATSON INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |