Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC | SPON ADR NEW | 1751 | $13,600 | 271 | 0.00 | 0.00 | 2 | 0.74 | 03-31-2024 |
KOZAK & ASSOCIATES INC | ADR | 1752 | $13,043 | 271 | 0.00 | 0.00 | -63 | -18.86 | 12-31-2023 |
RETIREMENT GROUP LLC | SPON ADR NEW | 1753 | $13,401 | 267 | 0.00 | 267 | +Inf | 03-31-2024 | |
ROCKY MOUNTAIN ADVISERS LLC | SPON ADR NEW | 1754 | $13,401 | 267 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |