Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | SPONSERED ADR | 701 | $14,465 | 2,946 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
FINTRUST CAPITAL ADVISORS LLC | SPONSORED ADR | 702 | $10,178 | 2,875 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LRI INVESTMENTS LLC | ADR | 703 | $10,673 | 2,816 | 0.00 | 2,816 | +Inf | 03-31-2024 | |
BERMAN CAPITAL ADVISORS LLC | ADR | 704 | $15,000 | 2,766 | 0.00 | 0.00 | 117 | 4.42 | 09-30-2021 |