Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | ADR | Liquidated | $4,599 | 120 | 0.00 | 0.00 | 120 | +Inf | 03-31-2022 |
TRADITION WEALTH MANAGEMENT LLC | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MOTCO | Com | 753 | $4,976 | 107 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 754 | $3,559 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |