Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 1851 | $39,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1852 | $36,269 | 197 | 0.00 | 197 | +Inf | 12-31-2023 | |
COMPASS WEALTH MANAGEMENT LLC | COM | 1853 | $38,122 | 196 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CENTER FOR FINANCIAL SERVICES | COM | 1854 | $36,543 | 196 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |