Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITSUBISHI UFJ TRUST & BANKING CORP | COM | Liquidated | $0 | 0 | 0.00 | 113 | +Inf | 12-31-2023 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 108 | +Inf | 03-31-2022 | |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SRS CAPITAL ADVISORS INC | COM | 554 | $8,273 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |