Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUGARLOAF WEALTH MANAGEMENT LLC | ADR | 1501 | $77,100 | 1,138 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | SPONSORED ADR | 1502 | $76,963 | 1,136 | 0.00 | 0.00 | 629 | 124.06 | 03-31-2024 |
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | SPONSORED ADR | 1503 | $75,907 | 1,120 | 0.00 | 0.00 | -697 | -38.36 | 03-31-2024 |
ACCENT CAPITAL MANAGEMENT LLC | COM | 1504 | $75,541 | 1,115 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |