Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GOLDEN STATE WEALTH MANAGEMENT LLC | Common Stock | 901 | $230,000 | 1,892 | 0.08 | 0.05 | 257 | 15.72 | 03-31-2022 |
HB WEALTH MANAGEMENT LLC | COM | 902 | $213,560 | 1,892 | 0.00 | 0.00 | -549 | -22.49 | 03-31-2024 |
KLR INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2 | -0.11 | 03-31-2024 |
DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 904 | $204,566 | 1,885 | 0.00 | 0.00 | -9,162 | -82.94 | 12-31-2023 |