Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
REILLY FINANCIAL ADVISORS LLC | COM | 552 | $5,000 | 202 | 0.00 | 0.00 | 102 | 102.00 | 12-31-2021 |
FINTRUST CAPITAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEST OAK CAPITAL LLC | COM | 554 | $2,916 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |