Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OLIVER LAGORE VANVALIN INVESTMENT GROUP | SPON ADR NEW | 1651 | $7,720 | 53 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
REGISTER FINANCIAL ADVISORS LLC | SPON ADR NEW | Liquidated | $7,437 | 50 | 0.00 | 0.00 | 50 | +Inf | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | SPON ADR NEW | 1653 | $7,283 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MACQUARIE GROUP LTD | SPON ADR NEW | 1654 | $7,000 | 49 | 0.00 | 0.00 | 3 | 6.52 | 12-31-2023 |