Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BENJAMIN F EDWARDS & COMPANY INC | COM UT LTD PTN | 1401 | $97,000 | 6,177 | 0.00 | 0.00 | -4,089 | -39.83 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | LTD | Liquidated | $0 | 0 | 0.00 | 0.00 | 26 | 0.43 | 12-31-2021 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM | 1403 | $94,407 | 6,002 | 0.00 | 6,002 | +Inf | 03-31-2024 | |
TYLER-STONE WEALTH MANAGEMENT | COM UT LTD PTN | 1404 | $92,040 | 5,851 | 0.00 | 0.00 | 110 | 1.92 | 03-31-2024 |