Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS CAPITAL ADVISORS LLC | Equity | 551 | $122,135 | 2,757 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CEDAR WEALTH MANAGEMENT LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.03 | 0 | 0.00 | 03-31-2024 |
AMUNDI | COMMSTCK | 553 | $108,738 | 2,338 | 0.00 | 2,338 | +Inf | 03-31-2024 | |
AXIOM INVESTMENT MANAGEMENT LLC | SPONSORED ADR | 554 | $58,000 | 2,336 | 0.12 | 2,336 | +Inf | 09-30-2022 |