Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 551 | $25,000 | 215 | 0.00 | 215 | +Inf | 12-31-2021 | |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 552 | $6,159 | 202 | 0.00 | 0.00 | 40 | 24.69 | 12-31-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $5,502 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TD WATERHOUSE CANADA INC | COM | 554 | $5,016 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |