Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIBC PRIVATE WEALTH GROUP LLC | COM NEW | 901 | $67,766 | 924 | 0.00 | 924 | +Inf | 03-31-2024 | |
LARSON FINANCIAL GROUP LLC | COM NEW | 902 | $73,518 | 851 | 0.00 | 0.00 | 495 | 139.04 | 12-31-2023 |
BESSEMER GROUP INC | SC | 903 | $82,000 | 827 | 0.00 | 0.00 | -486 | -37.01 | 03-31-2023 |
TRANSAMERICA FINANCIAL ADVISORS INC | COM NEW | 904 | $66,000 | 755 | 0.01 | 0.01 | -138 | -15.45 | 12-31-2023 |