Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEE FINANCIAL CO | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 200 | 100.00 | 03-31-2024 |
ATWOOD & PALMER INC | ADR | Liquidated | $0 | 0 | 0.00 | 400 | +Inf | 03-31-2024 | |
RIVERPARK ADVISORS LLC | ADR | 1953 | $50,846 | 396 | 0.00 | 396 | +Inf | 03-31-2024 | |
WEST PACES ADVISORS INC | ADR | 1954 | $48,792 | 380 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |