Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 2051 | $14,000 | 191 | 0.00 | 0.00 | 81 | 73.64 | 12-31-2021 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 2052 | $32,260 | 189 | 0.00 | 189 | +Inf | 03-31-2024 | |
FORTITUDE FAMILY OFFICE LLC | Stock | 2053 | $32,090 | 188 | 0.00 | 0.00 | 29 | 18.24 | 03-31-2024 |
CAPE INVESTMENT ADVISORY INC | COM | 2054 | $23,790 | 183 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |