Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IA GLOBAL ASSET MANAGEMENT INC | COM | 901 | $2,075,000 | 21,489 | 0.03 | 21,489 | +Inf | 09-30-2023 | |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT INC | COM | 902 | $2,083,170 | 21,403 | 0.00 | 21,403 | +Inf | 12-31-2023 | |
TRIANGLE SECURITIES WEALTH MANAGEMENT | COM | 903 | $2,423,933 | 21,371 | 0.00 | 0.00 | -550 | -2.51 | 03-31-2024 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 904 | $1,982,000 | 21,354 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2022 |