Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FSB PREMIER WEALTH MANAGEMENT INC | SPONSORED ADS | 2351 | $229,382 | 1,686 | 0.00 | 1,686 | +Inf | 03-31-2024 | |
COTTONWOOD CAPITAL ADVISORS LLC | SPONSORED ADS | 2352 | $235,996 | 1,684 | 0.00 | 1,684 | +Inf | 03-31-2024 | |
PHILADELPHIA TRUST CO | SPONSORED ADS | 2353 | $229,000 | 1,684 | 0.02 | 1,684 | +Inf | 03-31-2024 | |
FOSTER & MOTLEY INC | com | 2354 | $229,000 | 1,681 | 0.02 | 1,681 | +Inf | 03-31-2024 |