Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MATHER GROUP LLC | SPONSORED ADR | 401 | $49,574 | 17,705 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEALTHSTONE INC | Equities | 402 | $47,000 | 17,338 | 0.02 | 17,338 | +Inf | 03-31-2021 | |
SCIENTECH RESEARCH LLC | SPONSORED ADR | 403 | $48,507 | 17,293 | 0.00 | 17,293 | +Inf | 12-31-2023 | |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 16,833 | +Inf | 12-31-2023 |