Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD WATERHOUSE CANADA INC | COM | 751 | $95,082 | 973 | 0.00 | 973 | +Inf | 12-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 752 | $71,000 | 936 | 0.01 | 0.01 | 348 | 59.18 | 09-30-2021 |
BBVA USA | COM | 753 | $72,000 | 934 | 0.00 | 0.00 | 159 | 20.52 | 09-30-2021 |
CAPITAL ANALYSTS LLC | COM | 754 | $86,000 | 895 | 0.00 | 0.00 | -105 | -10.50 | 12-31-2023 |