Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GENEOS WEALTH MANAGEMENT INC | COM | 951 | $2,187 | 377 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -116 | -23.53 | 03-31-2024 |
TD WATERHOUSE CANADA INC | COM | 953 | $1,906 | 373 | 0.00 | 0.00 | -157 | -29.62 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 954 | $1,662 | 366 | 0.00 | 366 | +Inf | 06-30-2023 |