Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN RESEARCH & MANAGEMENT CO | com | 1751 | $7,000 | 125 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
WEST PACES ADVISORS INC | ADR | 1752 | $8,469 | 125 | 0.00 | 0.00 | -205 | -62.12 | 03-31-2024 |
ENRICH FINANCIAL PARTNERS LLC | SPONSORED ADR | 1753 | $8,314 | 123 | 0.00 | 123 | +Inf | 03-31-2024 | |
BELL INVESTMENT ADVISORS INC | SPONSORED ADR | 1754 | $8,198 | 121 | 0.00 | 0.00 | 3 | 2.54 | 03-31-2024 |