Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYNOSURE GROUP LLC | SPONSORED ADR | 301 | $672,868 | 1,709 | 0.00 | 1,709 | +Inf | 03-31-2024 | |
VALUES FIRST ADVISORS INC | SPONSORED ADR | 302 | $665,885 | 1,691 | 0.00 | 0.00 | -370 | -17.95 | 03-31-2024 |
SEQUOIA FINANCIAL ADVISORS LLC | SPONSORED ADR | 303 | $653,970 | 1,661 | 0.00 | 0.00 | -91 | -5.19 | 03-31-2024 |
SUMITOMO MITSUI TRUST HOLDINGS INC | COM | 304 | $643,732 | 1,635 | 0.00 | 0.00 | -115 | -6.57 | 03-31-2024 |