Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
BESSEMER GROUP INC | SC | 753 | $4,000 | 71 | 0.00 | 0.00 | 2 | 2.90 | 03-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 754 | $4,049 | 70 | 0.00 | 0.00 | 52 | 288.89 | 03-31-2024 |