Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARK SHEPTOFF FINANCIAL PLANNING LLC | SPON ADR NEW | 1251 | $174,792 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LOWE BROCKENBROUGH & CO INC | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 28 | 2.39 | 12-31-2023 |
LIBERTY WEALTH MANAGEMENT LLC | SPON ADR NEW | 1253 | $207,904 | 1,198 | 0.00 | 0.00 | -23 | -1.88 | 06-30-2023 |
TITLEIST ASSET MANAGEMENT LTD | SPON ADR NEW | 1254 | $213,119 | 1,196 | 0.00 | 1,196 | +Inf | 12-31-2022 |