Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOK FINANCIAL PRIVATE WEALTH INC | SPON ADR NEW | 451 | $8,964 | 1,060 | 0.00 | 1,060 | +Inf | 12-31-2023 | |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | SPON ADR NEW | 452 | $7,060 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CEDAR MOUNTAIN ADVISORS LLC | SPON ADR NEW | 453 | $8,090 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 53 | 6.02 | 03-31-2024 |