Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KENDALL CAPITAL MANAGEMENT | SPONSORED ADR | 751 | $246,888 | 5,080 | 0.00 | 0.00 | -500 | -8.96 | 03-31-2024 |
CURATED WEALTH PARTNERS LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 5,067 | +Inf | 12-31-2023 | |
PRUDENT MAN ADVISORS LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.11 | -173 | -3.31 | 12-31-2023 |
FOUNDATIONS INVESTMENT ADVISORS LLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,030 | -37.62 | 12-31-2023 |