Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 451 | $1,000 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 452 | $1,000 | 29 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 453 | $578 | 29 | 0.00 | 29 | +Inf | 03-31-2024 | |
ENRICH FINANCIAL PARTNERS LLC | COM | 454 | $577 | 29 | 0.00 | 29 | +Inf | 03-31-2024 |