Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOCUSED WEALTH MANAGEMENT INC | SPONSORED ADS | 1251 | $735,825 | 10,169 | 0.00 | 0.00 | 8,303 | 444.96 | 03-31-2024 |
HOERTKORN RICHARD CHARLES | SPONSORED ADR | 1252 | $734,381 | 10,149 | 0.00 | 0.00 | -275 | -2.64 | 03-31-2024 |
CWM LLC | SPONSORED ADS | 1253 | $734,000 | 10,138 | 0.00 | 0.00 | 1,869 | 22.60 | 03-31-2024 |
LINCOLN NATIONAL CORP | SPONSORED ADS | 1254 | $783,859 | 10,113 | 0.00 | 0.05 | -578 | -5.41 | 12-31-2023 |