Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 701 | $15,000 | 63 | 0.00 | 0.00 | 32 | 103.23 | 09-30-2021 |
LINDBROOK CAPITAL LLC | Stock | 702 | $11,900 | 61 | 0.00 | 0.00 | -62 | -50.41 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $11,705 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 704 | $11,000 | 60 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |