Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST QUADRANT LLC/CA | COMMON | 701 | $39,000 | 354 | 0.22 | 0.21 | -15,606 | -97.78 | 03-31-2022 |
BERMAN CAPITAL ADVISORS LLC | Stock | 702 | $36,000 | 325 | 0.01 | 0.00 | 166 | 104.40 | 09-30-2021 |
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 703 | $62,686 | 325 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOKF NA | COM NEW | 704 | $63,135 | 324 | 0.00 | 0.00 | -19 | -5.54 | 03-31-2024 |