Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLEVIEW PARTNERS LLC | SPONSORED ADR | 251 | $30,849 | 1,481 | 0.00 | 1,481 | +Inf | 12-31-2023 | |
BRUCE G ALLEN INVESTMENTS LLC | ADR | 252 | $28,033 | 1,454 | 0.00 | 1,454 | +Inf | 03-31-2024 | |
CWM LLC | SPONSORED ADR | 253 | $27,000 | 1,375 | 0.00 | 0.00 | -35 | -2.48 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2020 |