Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 55 | +Inf | 12-31-2023 | |
TRUVESTMENTS CAPITAL LLC | COM | 1702 | $14,136 | 55 | 0.00 | 55 | +Inf | 09-30-2023 | |
REILLY FINANCIAL ADVISORS LLC | COM | 1703 | $13,000 | 55 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
CHILTON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 55 | +Inf | 03-31-2024 |