Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 51 | 34.46 | 03-31-2024 |
CORECAP ADVISORS LLC | ADR | Liquidated | $0 | 0 | 0.00 | 0.11 | -16,392 | -98.94 | 06-30-2023 |
BYRNE ASSET MANAGEMENT LLC | COM | 753 | $16,348 | 158 | 0.00 | 0.01 | -22 | -12.22 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | SPONSORED ADS | 754 | $17,000 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |