Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $24,960 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | COM | 1102 | $27,000 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 1,500 | +Inf | 12-31-2023 | |
STONE HOUSE INVESTMENT MANAGEMENT LLC | COM | 1104 | $24,960 | 1,500 | 0.00 | 1,500 | +Inf | 03-31-2024 |