Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM CL A | 1351 | $8,000 | 35 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
HARTFORD FINANCIAL MANAGEMENT INC | COM CL A | 1352 | $2,281 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM CL A | 1353 | $2,151 | 33 | 0.00 | 33 | +Inf | 03-31-2024 | |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM CL A | 1354 | $2,151 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |