Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGENT PEAK WEALTH ADVISORS LLC | SPONSORED ADS | 1051 | $2,864,397 | 21,054 | 0.00 | 0.00 | -2,250 | -9.65 | 03-31-2024 |
BRADLEY FOSTER & SARGENT INC/CT | com | 1052 | $2,855,145 | 20,986 | 0.00 | 0.00 | -274 | -1.29 | 03-31-2024 |
INDEPENDENT FAMILY OFFICE LLC | SPONSORED ADS | 1053 | $2,855,009 | 20,985 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EFG CAPITAL INTERNATIONAL CORP | SPONSORED ADS | 1054 | $2,109,026 | 20,898 | 0.00 | 20,898 | +Inf | 06-30-2023 |