Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MORTON BROWN FAMILY WEALTH LLC | ADR | 1051 | $18,079 | 372 | 0.00 | 0.00 | -109 | -22.66 | 03-31-2024 |
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC | SPONSORED ADR | 1052 | $20,000 | 370 | 0.01 | 370 | +Inf | 06-30-2023 | |
BOGART WEALTH LLC | ADR | 1053 | $17,836 | 367 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | SPONSORED ADR | 1054 | $17,788 | 366 | 0.00 | 0.00 | 23 | 6.71 | 03-31-2024 |