Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 251 | $39,234 | 1,950 | 0.00 | 1,950 | +Inf | 09-30-2021 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 252 | $10,000 | 504 | 0.00 | 0.00 | 64 | 14.55 | 09-30-2021 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 06-30-2020 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 254 | $20 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |