Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC | COM | 751 | $278,000 | 2,680 | 0.15 | 0.01 | 0 | 0.00 | 06-30-2023 |
SYMMETRY PARTNERS LLC | COM | 752 | $343,000 | 2,668 | 0.03 | 0.02 | -936 | -25.97 | 03-31-2024 |
FLAGSHIP HARBOR ADVISORS LLC | COM | 753 | $341,510 | 2,659 | 0.00 | 0.00 | -200 | -7.00 | 03-31-2024 |
PHILLIPS WEALTH PLANNERS LLC | COM | 754 | $323,356 | 2,653 | 0.00 | 0.00 | 9 | 0.34 | 03-31-2024 |