Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | SPON ADR NEW | 1501 | $36,442 | 245 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CRITERION CAPITAL ADVISORS LLC | SPON ADR NEW | 1502 | $35,252 | 237 | 0.00 | 237 | +Inf | 03-31-2024 | |
CENTERPOINT ADVISORS LLC | SPON ADR NEW | 1503 | $35,000 | 236 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
ALBION FINANCIAL GROUP /UT | SPON ADR NEW | 1504 | $34,789 | 234 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |