Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 501 | $17,153 | 1,051 | 0.00 | 0.00 | 1,033 | 5738.89 | 06-30-2023 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 502 | $16,000 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2020 |
BERMAN CAPITAL ADVISORS LLC | Stock | 504 | $16,000 | 965 | 0.00 | 0.00 | 349 | 56.66 | 09-30-2021 |