Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | SPONSORED ADR | 651 | $23,923 | 6,758 | 0.00 | 0.00 | -1,384 | -17.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | ADR | 652 | $38,000 | 6,133 | 0.00 | 0.00 | 78 | 1.29 | 12-31-2021 |
NEMES RUSH GROUP LLC | SPONSORED ADR | 653 | $19,824 | 5,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDY SPRING BANK | SPONSORED ADR | 654 | $19,453 | 5,495 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |