Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | SPONSORED ADR | 1751 | $43,094 | 425 | 0.00 | 0.00 | -190 | -30.89 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | SPONSORED ADR | 1752 | $40,628 | 420 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | SPONSORED ADR | 1753 | $40,143 | 415 | 0.00 | 0.00 | -1 | -0.24 | 03-31-2024 |
KINGS POINT CAPITAL MANAGEMENT | ADR | 1754 | $36,000 | 415 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |