Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 1501 | $442,000 | 4,746 | 0.03 | 0.03 | -571 | -10.74 | 12-31-2021 |
AIA GROUP LTD | COM | 1502 | $402,805 | 4,720 | 0.00 | 0.00 | -1,027 | -17.87 | 12-31-2023 |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 1503 | $552,999 | 4,691 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GREENWOOD CAPITAL ASSOCIATES LLC | COM | 1504 | $552,197 | 4,684 | 0.00 | 0.00 | 32 | 0.69 | 03-31-2024 |