Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO LLC | COM | 601 | $18,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 602 | $20,871 | 496 | 0.00 | 0.00 | 3 | 0.61 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 603 | $17,531 | 484 | 0.00 | 484 | +Inf | 12-31-2023 | |
LGT FINANCIAL ADVISORS LLC | COM | 604 | $19,979 | 475 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |