Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | SPONSORED ADR | 301 | $3,333 | 158 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ZRC WEALTH MANAGEMENT LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | ADR | 304 | $1,000 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |