Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ACUITAS INVESTMENTS LLC | COM | 401 | $19,254 | 654 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COMPASS WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,100 | -93.98 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $17,664 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 404 | $19,000 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |