Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHILLIPS WEALTH PLANNERS LLC | SPON ADR | 701 | $300,994 | 1,667 | 0.00 | 0.00 | 291 | 21.15 | 03-31-2024 |
WALLACE ADVISORY GROUP LLC | SPON ADR | 702 | $257,701 | 1,667 | 0.00 | 1,667 | +Inf | 03-31-2024 | |
WILLIAM BLAIR INVESTMENT MANAGEMENT LLC | SPON ADR | 703 | $254,919 | 1,649 | 0.00 | 1,649 | +Inf | 12-31-2023 | |
US CAPITAL WEALTH ADVISORS LLC | SPON ADR | 704 | $316,729 | 1,624 | 0.00 | 0.00 | -143 | -8.09 | 03-31-2024 |