Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO LLC | COM | 2001 | $257,000 | 869 | 0.00 | 0.00 | 429 | 97.50 | 12-31-2023 |
PROSPERITY CONSULTING GROUP LLC | COM | 2002 | $246,341 | 867 | 0.00 | 867 | +Inf | 03-31-2024 | |
BORDEAUX WEALTH ADVISORS LLC | COM | 2003 | $246,341 | 867 | 0.00 | 0.00 | -98 | -10.16 | 03-31-2024 |
WEALTH ARCHITECTS LLC | COM | 2004 | $255,661 | 867 | 0.00 | 867 | +Inf | 12-31-2023 |