Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 1 | $32,474 | 1,310 | 0.00 | 1,310 | +Inf | 12-31-2019 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 2 | $2,034 | 101 | 0.00 | 101 | +Inf | 03-31-2019 | |
SNOWDEN CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2019 |