Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | SPONSORED ADS | 251 | $10,397 | 878 | 0.00 | 0.00 | -13 | -1.46 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | ADR | 252 | $9,414 | 790 | 0.00 | 0.00 | 454 | 135.12 | 12-31-2023 |
BLUE TRUST INC | SPONSORED ADS | 253 | $8,904 | 752 | 0.00 | 0.00 | -455 | -37.70 | 03-31-2024 |
SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 254 | $10,000 | 680 | 0.00 | 0.00 | -800 | -54.05 | 06-30-2021 |