Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 751 | $334,460 | 11,073 | 0.00 | 0.00 | -1,849 | -14.31 | 03-31-2024 |
PLAN GROUP FINANCIAL LLC | COM | 752 | $328,435 | 11,025 | 0.00 | 11,025 | +Inf | 03-31-2024 | |
STRATEGIC WEALTH INVESTMENT GROUP LLC | COM | 753 | $347,715 | 10,907 | 0.00 | 10,907 | +Inf | 12-31-2023 | |
CIGNA INVESTMENTS INC /NEW | Common Stock | 754 | $325,000 | 10,903 | 0.06 | 0.07 | 289 | 2.72 | 03-31-2024 |