Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | SPONSORED ADR | 901 | $593,000 | 8,749 | 0.00 | 0.00 | -311 | -3.43 | 03-31-2024 |
LEGACY FINANCIAL ADVISORS INC | ADR | 902 | $590,887 | 8,722 | 0.00 | 0.00 | 444 | 5.36 | 03-31-2024 |
THURSTON SPRINGER MILLER HERD & TITAK INC | Common Stock | 903 | $588,028 | 8,678 | 0.00 | 8,678 | +Inf | 03-31-2024 | |
KOVITZ INVESTMENT GROUP PARTNERS LLC | SPONSORED ADR | 904 | $587,214 | 8,667 | 0.00 | 8,667 | +Inf | 03-31-2024 |