Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONTINUUM ADVISORY LLC | SHS | 1 | $252,000 | 1,309 | 0.17 | 1,309 | +Inf | 09-30-2018 | |
AMERICAN PORTFOLIOS ADVISORS | SHS | 2 | $82,174 | 464 | 0.00 | 0.00 | -41 | -8.12 | 03-31-2020 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 73 | 347.62 | 06-30-2020 |
SNOWDEN CAPITAL ADVISORS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 06-30-2019 |