Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONTAG A & ASSOCIATES INC | COM | 901 | $16,106 | 270 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 902 | $15,629 | 262 | 0.00 | 262 | +Inf | 03-31-2024 | |
MUFG SECURITIES (CANADA) LTD | COM | 903 | $15,447 | 259 | 0.00 | 259 | +Inf | 03-31-2024 | |
KEY FINANCIAL INC | COM | 904 | $14,151 | 258 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |