Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | SPONSORED ADS | 1401 | $1,203,364 | 8,845 | 0.00 | 0.00 | 1,527 | 20.87 | 03-31-2024 |
ZACKS INVESTMENT MANAGEMENT | SPONSORED ADS | 1402 | $917,608 | 8,823 | 0.00 | 0.00 | 4,808 | 119.75 | 12-31-2023 |
LEGACY FINANCIAL ADVISORS INC | ADR | 1403 | $1,197,183 | 8,800 | 0.00 | 0.00 | 161 | 1.86 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | ADR | 1404 | $886,885 | 8,788 | 0.00 | 0.00 | 721 | 8.94 | 06-30-2023 |