Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREAT LAKES ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 28 | 5.47 | 03-31-2024 |
APOLLON WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 538 | +Inf | 12-31-2023 | |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 753 | $239,213 | 536 | 0.00 | 536 | +Inf | 12-31-2023 | |
PERSONAL CFO SOLUTIONS LLC | COM | 754 | $238,498 | 534 | 0.00 | 534 | +Inf | 12-31-2023 |