Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | SPONSORED ADR | 301 | $6,492 | 301 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALLWORTH FINANCIAL LP | SPONSORED ADR | 303 | $5,457 | 228 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
WEALTHCOLLAB LLC | SPONSORED ADR | 304 | $4,223 | 219 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |