Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $4,864 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BARTLETT & CO LLC | COM | 452 | $5,000 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 453 | $3,986 | 38 | 0.00 | 0.00 | 36 | 1800.00 | 03-31-2024 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | Liquidated | $3,671 | 35 | 0.00 | 0.00 | 35 | +Inf | 03-31-2024 |