Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO LLC | COM | 551 | $211,000 | 1,764 | 0.00 | 0.00 | -36 | -2.00 | 12-31-2023 |
INDEPENDENT ADVISOR ALLIANCE | COM | 552 | $237,750 | 1,742 | 0.00 | 0.00 | -55 | -3.06 | 03-31-2024 |
1900 WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,738 | +Inf | 03-31-2024 | |
TUDOR INVESTMENT CORP ET AL | Equity | Liquidated | $0 | 0 | 0.00 | 1,712 | +Inf | 12-31-2023 |