Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | ADR | 251 | $0 | 142 | 0.00 | 142 | +Inf | 06-30-2023 | |
HERITAGE WEALTH MANAGEMENT LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 70 | 100.00 | 12-31-2023 |
ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | ADR | 254 | $3,000 | 106 | 0.00 | 0.00 | 43 | 68.25 | 03-31-2022 |