Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVOLUTION WEALTH ADVISORS LLC | SPONSORED ADS | 1751 | $278,297 | 3,846 | 0.00 | 0.00 | 345 | 9.85 | 03-31-2024 |
HEDGES ASSET MANAGEMENT LLC | SPONSORED ADS | 1752 | $276,777 | 3,825 | 0.00 | 0.00 | -25 | -0.65 | 03-31-2024 |
TRUADVICE LLC | SPONSORED ADS | 1753 | $316,022 | 3,819 | 0.00 | 0.00 | 282 | 7.97 | 09-30-2023 |
WOODSTOCK CORP | COMMON STOCK | 1754 | $275,185 | 3,803 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |