Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORION PORTFOLIO SOLUTIONS LLC | SPONSORED ADR | 201 | $348,713 | 6,697 | 0.00 | 0.00 | 3 | 0.04 | 03-31-2024 |
WEALTHSTONE INC | Equities | 202 | $324,000 | 6,569 | 0.11 | 6,569 | +Inf | 03-31-2021 | |
CABLE HILL PARTNERS LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -437 | -6.36 | 03-31-2024 |
FINANCIAL COUNSELORS INC | COM | 204 | $331,998 | 6,376 | 0.00 | 0.00 | 995 | 18.49 | 03-31-2024 |