Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VALEO FINANCIAL ADVISORS LLC | Stock | 801 | $222,937 | 1,530 | 0.00 | 1,530 | +Inf | 03-31-2024 | |
PARALLEL ADVISORS LLC | Stock | 802 | $166,632 | 1,519 | 0.00 | 0.00 | 131 | 9.44 | 06-30-2023 |
STRATOS WEALTH PARTNERS LTD | COM | 803 | $220,856 | 1,516 | 0.00 | 1,516 | +Inf | 03-31-2024 | |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 804 | $187,685 | 1,479 | 0.00 | 0.00 | 20 | 1.37 | 12-31-2023 |