Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 401 | $15,996 | 463 | 0.00 | 0.00 | -5 | -1.07 | 06-30-2023 |
PARALLEL ADVISORS LLC | Stock | 402 | $16,162 | 447 | 0.00 | 0.00 | -90 | -16.76 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 403 | $12,883 | 440 | 0.00 | 440 | +Inf | 09-30-2022 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 432 | +Inf | 03-31-2022 |