Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 1201 | $33,105 | 1,858 | 0.00 | 0.00 | -422 | -18.51 | 06-30-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $38,198 | 1,795 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 1203 | $36,000 | 1,795 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CSAT INVESTMENT ADVISORY LP | COM | 1204 | $37,000 | 1,794 | 0.03 | 1,794 | +Inf | 03-31-2021 |