Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GAMMA INVESTING LLC | Common Stock | 751 | $12,259 | 289 | 0.00 | 0.00 | 16 | 5.86 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 752 | $12,089 | 285 | 0.00 | 0.00 | 141 | 97.92 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $10,605 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BREWIN DOLPHIN LTD | COM | 754 | $11,000 | 250 | 0.00 | 250 | +Inf | 06-30-2022 |