Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KPP ADVISORY SERVICES LLC | Common Stock | 851 | $417,258 | 2,865 | 0.00 | 2,865 | +Inf | 12-31-2023 | |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | ADR | 852 | $426,000 | 2,860 | 0.14 | 2,860 | +Inf | 03-31-2024 | |
INTEROCEAN CAPITAL GROUP LLC | ADR | 853 | $425,611 | 2,853 | 0.00 | 0.00 | -803 | -21.96 | 09-30-2023 |
INTEGRATED ADVISORS NETWORK LLC | SPON ADR NEW | 854 | $415,087 | 2,850 | 0.00 | 0.00 | -150 | -5.00 | 12-31-2023 |