Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 501 | $13,673 | 861 | 0.00 | 861 | +Inf | 09-30-2022 | |
TRUST CO OF VERMONT | Com | 502 | $12,064 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEY FINANCIAL INC | COM | 503 | $13,048 | 799 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 504 | $11,310 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |