Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 451 | $240 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
REILLY FINANCIAL ADVISORS LLC | COM | 452 | $4,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
PARALLEL ADVISORS LLC | Stock | 453 | $698 | 95 | 0.00 | 0.00 | 18 | 23.38 | 06-30-2023 |
BLUE TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 94 | +Inf | 03-31-2024 |