Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
E OHMAN J:OR ASSET MANAGEMENT AB | COM | Liquidated | $767,207 | 12,700 | 0.00 | 0.00 | 12,700 | +Inf | 03-31-2018 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 0.10 | 06-30-2020 |
FINANCIAL SYNERGIES WEALTH ADVISORS INC | COM | 3 | $259,661 | 3,680 | 0.00 | 3,680 | +Inf | 06-30-2019 | |
SNOWDEN CAPITAL ADVISORS LLC | COM | 4 | $207,638 | 3,349 | 0.00 | 3,349 | +Inf | 03-31-2017 |