Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | SPONSORED ADR | 1601 | $153,553 | 1,569 | 0.00 | 0.00 | 248 | 18.77 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | ADR | 1602 | $145,579 | 1,505 | 0.00 | 0.00 | -180 | -10.68 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | SPONSORED ADR | 1603 | $138,092 | 1,501 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2023 |
AVALON TRUST CO | SPONSORED ADR | 1604 | $145,095 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |