Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | SPON ADR | 1051 | $10,337 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORTITUDE FAMILY OFFICE LLC | ADR | 1052 | $9,947 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | ADR | 1053 | $6,595 | 51 | 0.00 | 0.00 | 39 | 325.00 | 09-30-2023 |
ZRC WEALTH MANAGEMENT LLC | SPON ADR | 1054 | $9,752 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |