Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | ADR | 851 | $23,000 | 1,959 | 0.00 | 0.00 | 782 | 66.44 | 03-31-2024 |
WHITTIER TRUST CO | NON-US EQUITY (EMERGING) | 852 | $23,782 | 1,951 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | ADR | 853 | $23,477 | 1,926 | 0.00 | 0.00 | 1,811 | 1574.78 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | SPONSORED ADS | 854 | $23,362 | 1,916 | 0.00 | 0.00 | -149 | -7.22 | 03-31-2024 |