Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 451 | $3,000 | 60 | 0.00 | 60 | +Inf | 12-31-2021 | |
BERMAN CAPITAL ADVISORS LLC | REIT | 452 | $2,000 | 45 | 0.00 | 45 | +Inf | 09-30-2021 |