Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 451 | $7,000 | 190 | 0.00 | 0.00 | -200 | -51.28 | 06-30-2022 |
BARTLETT & CO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GHP INVESTMENT ADVISORS INC | COM | 453 | $4,977 | 156 | 0.00 | 156 | +Inf | 03-31-2023 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 454 | $6,000 | 135 | 0.00 | 0.00 | -1 | -0.74 | 09-30-2021 |