Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICON WEALTH ADVISORS LLC | ADR | 551 | $156,372 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
GLOBAL RETIREMENT PARTNERS LLC | SPONSORED ADR | 552 | $153,766 | 590 | 0.00 | 0.00 | 44 | 8.06 | 03-31-2024 |
GROVE BANK & TRUST | SPONSORED ADR | 553 | $150,638 | 578 | 0.00 | 0.00 | 12 | 2.12 | 03-31-2024 |
ICON WEALTH PARTNERS LLC | ADR | 554 | $130,925 | 572 | 0.00 | 572 | +Inf | 03-31-2023 |