Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRANK RIMERMAN ADVISORS LLC | COM | 2301 | $19,940 | 259 | 0.00 | 259 | +Inf | 03-31-2024 | |
FSA WEALTH MANAGEMENT LLC | Equity | 2302 | $19,248 | 250 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 2303 | $15,393 | 250 | 0.00 | 250 | +Inf | 12-31-2023 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $18,940 | 246 | 0.00 | 0.00 | -466 | -65.45 | 03-31-2024 |