Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPELL ADVISORY SOLUTIONS LLC | SSL | 151 | $21,649 | 2,178 | 0.00 | 2,178 | +Inf | 12-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | ADR | 152 | $29,000 | 1,561 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
BLUE TRUST INC | SPONSORED ADR | 153 | $10,895 | 1,395 | 0.00 | 0.00 | 174 | 14.25 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | SPONSORED ADR | 154 | $19,000 | 1,205 | 0.00 | 1,205 | +Inf | 09-30-2022 |