Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE WEALTH GROUP LLC | SPONSORED ADR | 401 | $2,654,603 | 27,443 | 0.00 | 0.00 | -608 | -2.17 | 03-31-2024 |
B RILEY WEALTH ADVISORS INC | SPONSORED ADR | 402 | $2,757,714 | 27,074 | 0.00 | 0.00 | 295 | 1.10 | 03-31-2024 |
SYNERGY ASSET MANAGEMENT LLC | SPONSORED ADR | 403 | $2,568,666 | 26,555 | 0.00 | 0.00 | -4,274 | -13.86 | 03-31-2024 |
ATRIA WEALTH SOLUTIONS INC | SPONSORED ADR | 404 | $2,585,252 | 26,352 | 0.00 | 0.00 | 678 | 2.64 | 03-31-2024 |