Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KENNEDY INVESTMENT GROUP | SPONSORED ADR | 601 | $37,358 | 10,553 | 0.00 | 0.00 | 58 | 0.55 | 03-31-2024 |
REDWOOD FINANCIAL NETWORK CORP | SPONSORED ADR | 602 | $36,878 | 10,417 | 0.00 | 0.00 | -162 | -1.53 | 03-31-2024 |
SILVERLAKE WEALTH MANAGEMENT LLC | SPONSORED ADR | 603 | $36,846 | 10,409 | 0.00 | 0.00 | 1 | 0.01 | 03-31-2024 |
PEAPACK GLADSTONE FINANCIAL CORP | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 10,301 | +Inf | 03-31-2024 |