Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARALLEL ADVISORS LLC | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -21 | -0.89 | 03-31-2024 |
CEDAR WEALTH MANAGEMENT LLC | SPONSORED ADR | 252 | $39,811 | 2,050 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2022 |
RONALD BLUE TRUST INC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 355 | 25.74 | 12-31-2023 |
IFP ADVISORS INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,256 | -65.72 | 12-31-2023 |