Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $25,942 | 2,054 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 552 | $35,000 | 2,054 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ADAR1 CAPITAL MANAGEMENT LLC | COM | 553 | $25,260 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 554 | $38,000 | 1,982 | 0.00 | 1,982 | +Inf | 09-30-2022 |