Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 37 | 23.87 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 602 | $2,379 | 190 | 0.00 | 0.00 | -2,000 | -91.32 | 12-31-2023 |
BARTLETT & CO LLC | COM | 603 | $2,000 | 190 | 0.00 | 0.00 | -2,000 | -91.32 | 12-31-2023 |
SJS INVESTMENT CONSULTING INC | COM CL A | 604 | $2,141 | 179 | 0.00 | 0.00 | -3 | -1.65 | 03-31-2024 |