Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
CORECAP ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.01 | 0 | 0.00 | 06-30-2023 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 21,900 | +Inf | 12-31-2023 | |
COLUMN CAPITAL ADVISORS LLC | Stock | 4 | $15,600 | 12,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |