Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 401 | $2,000 | 33 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 402 | $301 | 7 | 0.00 | 7 | +Inf | 06-30-2019 | |
SNOWDEN CAPITAL ADVISORS LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2019 |