Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KCS WEALTH ADVISORY | ADR | 601 | $202,204 | 8,761 | 0.00 | 8,761 | +Inf | 06-30-2023 | |
CASTLEVIEW PARTNERS LLC | ADR | 602 | $208,409 | 8,742 | 0.00 | 0.00 | -188 | -2.11 | 12-31-2023 |
WEALTH ALLIANCE | ADR | 603 | $230,187 | 8,716 | 0.00 | 0.00 | -535 | -5.78 | 03-31-2024 |
ENDOWMENT WEALTH MANAGEMENT INC | ADR | 604 | $227,409 | 8,611 | 0.00 | 0.00 | -119 | -1.36 | 03-31-2024 |