Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
B RILEY WEALTH MANAGEMENT INC | SPONSORED ADR | 1351 | $206,000 | 3,125 | 0.00 | 3,125 | +Inf | 06-30-2022 | |
KOLINSKY WEALTH MANAGEMENT LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.27 | -594 | -15.99 | 03-31-2024 |
LIFEGUIDE FINANCIAL ADVISORS LLC | SPONSORED ADR | 1353 | $210,906 | 3,113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | SPONSORED ADR | 1354 | $210,025 | 3,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |