Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENDURANCE WEALTH MANAGEMENT INC | ADR | 1201 | $4,000 | 77 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | SPONSORED ADR | 1202 | $3,694 | 76 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCF ADVISORS LLC | SPONSORED ADR | 1203 | $3,694 | 76 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARYLAND CAPITAL ADVISORS INC | SPONSORED ADR | 1204 | $3,645 | 75 | 0.00 | 0.00 | -75 | -50.00 | 03-31-2024 |