Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ANALYSTS LLC | SPON ADR | 751 | $257,000 | 1,314 | 0.01 | 0.01 | -34 | -2.52 | 03-31-2024 |
HOXTON PLANNING & MANAGEMENT LLC | SPON ADR | 752 | $254,709 | 1,306 | 0.00 | 0.11 | -3 | -0.23 | 03-31-2024 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | SPON ADR | 753 | $253,739 | 1,300 | 0.00 | 1,300 | +Inf | 03-31-2024 | |
MEITAV INVESTMENT HOUSE LTD | SPON ADR | Liquidated | $0 | 0 | 0.00 | 1,300 | +Inf | 03-31-2024 |