Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | SPONSORED ADS | 551 | $146,152 | 10,358 | 0.00 | 0.00 | -500 | -4.60 | 03-31-2024 |
HARTFORD INVESTMENT MANAGEMENT CO | COM | 552 | $145,770 | 10,331 | 0.00 | 0.00 | 10 | 0.10 | 03-31-2024 |
REGENTATLANTIC CAPITAL LLC | SPONSORED ADS | 553 | $82,000 | 10,205 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
DIVERSIFY ADVISORY SERVICES LLC | SPONSORED ADS | 554 | $141,465 | 10,170 | 0.00 | 10,170 | +Inf | 03-31-2024 |