Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RUSSELL INVESTMENTS GROUP LTD | ADR | 501 | $86,234 | 1,264 | 0.00 | 0.00 | 202 | 19.02 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | SPONSORED ADR NE | 502 | $85,959 | 1,260 | 0.00 | 0.00 | 20 | 1.61 | 03-31-2024 |
IFP ADVISORS INC | cs | 503 | $84,873 | 1,248 | 0.00 | 0.00 | -258 | -17.13 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | SPONSORED ADR NE | 504 | $84,388 | 1,237 | 0.00 | 0.00 | 248 | 25.08 | 03-31-2024 |