Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -55 | -23.11 | 12-31-2023 |
QUENT CAPITAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 149 | +Inf | 03-31-2022 | |
LENOX WEALTH ADVISORS LLC | COM | 704 | $9,000 | 130 | 0.00 | 0.00 | -95 | -42.22 | 03-31-2022 |