Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEMPUS WEALTH PLANNING LLC | COM | 901 | $450,688 | 8,539 | 0.00 | 0.00 | -47 | -0.55 | 03-31-2024 |
WIMMER ASSOCIATES 1 LLC | COM | 902 | $449,580 | 8,518 | 0.00 | 0.00 | 185 | 2.22 | 03-31-2024 |
VANGUARD CAPITAL WEALTH ADVISORS | COM | 903 | $370,844 | 8,502 | 0.00 | 0.00 | 50 | 0.59 | 12-31-2023 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6,067 | 259.61 | 03-31-2024 |