Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NTB FINANCIAL CORP | SPONSORED ADS | 2201 | $210,000 | 1,932 | 0.15 | 0.17 | -156 | -7.47 | 03-31-2022 |
ING GROEP NV | SPONSORED ADS | 2202 | $160,949 | 1,931 | 0.00 | 0.00 | -15,000 | -88.59 | 06-30-2023 |
IFP ADVISORS INC | cs | 2203 | $143,705 | 1,854 | 0.00 | 0.00 | -250 | -11.88 | 12-31-2023 |
SOA WEALTH ADVISORS LLC | ADR | 2204 | $130,465 | 1,803 | 0.00 | 0.00 | -213 | -10.57 | 03-31-2024 |