Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 1751 | $5,000 | 115 | 0.00 | 115 | +Inf | 12-31-2021 | |
LAKE POINT WEALTH MANAGEMENT | COM | 1752 | $5,000 | 112 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
WEST BRANCH CAPITAL LLC | COM | 1753 | $5,074 | 111 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1754 | $6,147 | 108 | 0.00 | 0.00 | 86 | 390.91 | 03-31-2024 |