Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARKS GROUP WEALTH MANAGEMENT INC | SPONSORED ADR | 401 | $416,210 | 1,597 | 0.00 | 0.00 | -32 | -1.96 | 03-31-2024 |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | SPONSORED ADR | Liquidated | $0 | 0 | 0.13 | 1,569 | +Inf | 12-31-2023 | |
ZEKE CAPITAL ADVISORS LLC | ADR | 403 | $292,000 | 1,553 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
KLR INVESTMENT ADVISORS LLC | SPONSORED ADR | 404 | $344,485 | 1,535 | 0.00 | 0.00 | -188 | -10.91 | 03-31-2024 |