Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIEMANN INVESTMENT ADVISORS LLC | COM | 4251 | $210,775 | 1,250 | 0.00 | 0.00 | -300 | -19.35 | 09-30-2023 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | COM | Liquidated | $0 | 0 | 0.09 | 1,248 | +Inf | 12-31-2023 | |
BELLEVUE ASSET MANAGEMENT LLC | COM | 4253 | $196,726 | 1,247 | 0.00 | 0.00 | 11 | 0.89 | 03-31-2024 |
BRIO CONSULTANTS LLC | COM | 4254 | $210,030 | 1,246 | 0.00 | 1,246 | +Inf | 09-30-2023 |