Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAIRD FINANCIAL GROUP INC | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 16.18 | 03-31-2024 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | American Depository Receipt | Liquidated | $0 | 0 | 0.00 | 78 | +Inf | 03-31-2024 | |
CAPITAL ADVISORS LTD LLC | SPONSORED ADS | 2853 | $6,000 | 76 | 0.00 | 0.00 | 1 | 1.33 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 75 | +Inf | 03-31-2024 |