Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM | 551 | $28,138 | 175 | 0.00 | 0.00 | 162 | 1246.15 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $24,856 | 167 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BARTLETT & CO LLC | COM | 553 | $25,000 | 167 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 554 | $24,283 | 165 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |