Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEQUOIA FINANCIAL ADVISORS LLC | SPONSORED ADS | 601 | $255,364 | 2,468 | 0.00 | 0.00 | 23 | 0.94 | 03-31-2024 |
BLUE TRUST INC | SPONSORED ADS | 602 | $251,274 | 2,428 | 0.00 | 0.00 | 1,254 | 106.81 | 03-31-2024 |
PDS PLANNING INC | SPONSORED ADS | 603 | $250,501 | 2,421 | 0.00 | 0.00 | 6 | 0.25 | 03-31-2024 |
SCHECHTER INVESTMENT ADVISORS LLC | ADR | 604 | $248,209 | 2,399 | 0.00 | 0.00 | 102 | 4.44 | 03-31-2024 |