Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $3,998 | 200 | 0.00 | 0.00 | 200 | +Inf | 03-31-2022 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 652 | $2,000 | 135 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
FILBRANDT WEALTH MANAGEMENT LLC | COM | 653 | $2,000 | 97 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 654 | $0 | 29 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |