Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVIDEND ASSETS CAPITAL LLC | ADR | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
VALLEY WEALTH MANAGERS INC | ADR | 1552 | $50,813 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | ADR | 1553 | $48,916 | 722 | 0.00 | 722 | +Inf | 03-31-2024 | |
GILLILAND JETER WEALTH MANAGEMENT LLC | SPONSORED ADR | 1554 | $47,493 | 701 | 0.00 | 701 | +Inf | 03-31-2024 |