Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RWA WEALTH PARTNERS LLC | SPONSORED ADR | 751 | $905,393 | 9,360 | 0.00 | 0.00 | 300 | 3.31 | 03-31-2024 |
WEALTHSOURCE PARTNERS LLC | SPONSORED ADR | 752 | $860,477 | 9,353 | 0.00 | 0.06 | 1,446 | 18.29 | 03-31-2023 |
CLARIUS GROUP LLC | SPONSORED ADR | 753 | $902,975 | 9,335 | 0.00 | 0.00 | -636 | -6.38 | 03-31-2024 |
HOLDERNESS INVESTMENTS CO | SPONSORED ADR | 754 | $885,563 | 9,155 | 0.00 | 0.00 | -125 | -1.35 | 03-31-2024 |