Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIGILANT CAPITAL MANAGEMENT LLC | COMMON STOCK | 451 | $248,000 | 1,200 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2023 |
BROWN ADVISORY INC | SPONSORED ADR | 452 | $303,622 | 1,165 | 0.00 | 1,165 | +Inf | 03-31-2024 | |
GLADSTONE INSTITUTIONAL ADVISORY LLC | SPONSORED ADR | 453 | $230,434 | 1,155 | 0.00 | 1,155 | +Inf | 12-31-2023 | |
AVANTAX ADVISORY SERVICES INC | SPONSORED ADR | 454 | $297,792 | 1,143 | 0.00 | 1,143 | +Inf | 03-31-2024 |