Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LRI INVESTMENTS LLC | Stock | 701 | $65,176 | 537 | 0.00 | 537 | +Inf | 03-31-2024 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
HERITAGE WEALTH ADVISORS | COM | 703 | $60,996 | 522 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 704 | $60,178 | 515 | 0.00 | 0.00 | 18 | 3.62 | 03-31-2024 |