Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BYRNE ASSET MANAGEMENT LLC | COM | 1001 | $11,912 | 605 | 0.00 | 0.01 | -75 | -11.03 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $3,332 | 459 | 0.00 | 0.00 | 459 | +Inf | 03-31-2022 |
CORDASCO FINANCIAL NETWORK | COM | 1003 | $2,000 | 345 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
HOOVER FINANCIAL ADVISORS INC | COM | 1004 | $2,000 | 269 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |