Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | SPONSORED ADR | 401 | $7,575 | 42 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | SPONSORED ADR | 402 | $5,631 | 36 | 0.00 | 36 | +Inf | 03-31-2024 | |
LRI INVESTMENTS LLC | ADR | 403 | $5,838 | 36 | 0.00 | 36 | +Inf | 03-31-2024 | |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | SPONSORED ADR | 404 | $5,318 | 34 | 0.00 | 0.00 | 29 | 580.00 | 03-31-2024 |