Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA TRUST COMPANY NA | SPONSORED ADR | 1151 | $356,644 | 3,687 | 0.00 | 0.00 | -200 | -5.15 | 03-31-2024 |
PACES FERRY WEALTH ADVISORS LLC | SPONSORED ADR | 1152 | $356,450 | 3,685 | 0.00 | 0.00 | -262 | -6.64 | 03-31-2024 |
GREAT VALLEY ADVISOR GROUP INC | SPONSORED ADR | 1153 | $372,203 | 3,685 | 0.00 | 0.02 | 378 | 11.43 | 06-30-2023 |
BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | SPONSORED ADR | 1154 | $356,446 | 3,685 | 0.00 | 3,685 | +Inf | 03-31-2024 |