Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITH ASSET MANAGEMENT GROUP LP | Common Stock - Long | 201 | $16,000 | 360 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
AMERICAN PORTFOLIOS ADVISORS | COM | 203 | $3,099 | 213 | 0.00 | 0.00 | -469 | -68.77 | 06-30-2020 |