Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOBAM | COM | 901 | $67,000 | 630 | 0.01 | 630 | +Inf | 03-31-2024 | |
WESTPAC BANKING CORP | COM | 902 | $64,202 | 607 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAROLINAS WEALTH CONSULTING LLC | COM | 903 | $56,160 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HARBOUR INVESTMENTS INC | COM | 904 | $53,820 | 575 | 0.00 | 0.00 | 5 | 0.88 | 12-31-2023 |