Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREWE ADVISORS LLC | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | -205 | -78.24 | 12-31-2023 |
FAIRMAN GROUP LLC | SPONSORED ADS | 2802 | $5,433 | 52 | 0.00 | 52 | +Inf | 12-31-2023 | |
LIVE OAK INVESTMENT PARTNERS | COM | 2803 | $4,519 | 52 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BELLEVUE ASSET MANAGEMENT LLC | SPONSORED ADS | 2804 | $6,803 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |