Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 801 | $143,378 | 1,050 | 0.00 | 0.00 | -35 | -3.23 | 12-31-2023 |
BARTLETT & CO LLC | COM | 802 | $143,000 | 1,050 | 0.00 | 0.00 | -35 | -3.23 | 12-31-2023 |
COMPASS WEALTH MANAGEMENT LLC | COM | 803 | $134,212 | 1,020 | 0.00 | 1,020 | +Inf | 03-31-2024 | |
GAMMA INVESTING LLC | REIT | 804 | $123,290 | 937 | 0.00 | 0.00 | 46 | 5.16 | 03-31-2024 |