Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MODERN WEALTH MANAGEMENT LLC | ADR | 1801 | $203,610 | 1,586 | 0.00 | 1,586 | +Inf | 03-31-2024 | |
GARNER ASSET MANAGEMENT CORP | ADR | 1802 | $203,000 | 1,580 | 0.10 | 0.00 | 0 | 0.00 | 03-31-2024 |
GRAVES LIGHT LENHART WEALTH INC | ADR | 1803 | $202,487 | 1,577 | 0.00 | 0.00 | -377 | -19.29 | 03-31-2024 |
CARDIFF PARK ADVISORS LLC | ADR | 1804 | $202,230 | 1,575 | 0.00 | 1,575 | +Inf | 03-31-2024 |