Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EXCHANGE TRADED CONCEPTS LLC | COM | 1551 | $11,453 | 217 | 0.00 | 217 | +Inf | 03-31-2024 | |
REILLY FINANCIAL ADVISORS LLC | COM | 1552 | $14,000 | 213 | 0.00 | 0.00 | 53 | 33.12 | 12-31-2021 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 1553 | $11,000 | 209 | 0.00 | 0.00 | -24 | -10.30 | 03-31-2024 |
ADIRONDACK TRUST CO | CONSUMER DISCRETIONARY | 1554 | $10,922 | 207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |