Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | SPONSORED ADS | 701 | $5,000 | 600 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
SANDY SPRING BANK | SPONSORED ADS | 702 | $6,264 | 600 | 0.00 | 0.00 | 100 | 20.00 | 12-31-2023 |
PERFORMA LTD (US) LLC | COM | 703 | $6,107 | 585 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | ADR | 704 | $5,000 | 571 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |