Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERSOURCE WEALTH ADVISORS LLC | ADR | 951 | $95,839 | 1,403 | 0.00 | 0.00 | 266 | 23.39 | 12-31-2023 |
HILLTOP NATIONAL BANK | SPONSORED ADS | 952 | $79,324 | 1,375 | 0.00 | 1,375 | +Inf | 03-31-2024 | |
CONCOURSE FINANCIAL GROUP SECURITIES INC | SPONSORED ADS | 953 | $77,038 | 1,354 | 0.00 | 0.00 | -19 | -1.38 | 09-30-2023 |
JFS WEALTH ADVISORS LLC | SPONSORED ADS | 954 | $74,594 | 1,293 | 0.00 | 0.00 | -72 | -5.27 | 03-31-2024 |