Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | SPON ADR CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 88 | 55.70 | 03-31-2024 |
BERGANKDV WEALTH MANAGEMENT LLC | SPON ADR CL A | 1152 | $8,192 | 240 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LARSON FINANCIAL GROUP LLC | SPON ADR CL A | 1153 | $6,776 | 235 | 0.00 | 0.00 | -130 | -35.62 | 12-31-2023 |
CLEARSTEAD ADVISORS LLC | SPON ADR CL A | 1154 | $7,183 | 213 | 0.00 | 0.00 | 155 | 267.24 | 03-31-2024 |