Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 651 | $2,000 | 10 | 0.00 | 0.00 | -15 | -60.00 | 06-30-2022 |
CHILTON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 7 | +Inf | 03-31-2024 | |
FILBRANDT WEALTH MANAGEMENT LLC | COM | 653 | $1,000 | 2 | 0.00 | 2 | +Inf | 09-30-2021 |