Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 851 | $4,908 | 72 | 0.00 | 72 | +Inf | 03-31-2024 | |
REILLY FINANCIAL ADVISORS LLC | NAMEN AKT | 852 | $5,000 | 68 | 0.00 | 0.00 | 18 | 36.00 | 12-31-2021 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 854 | $2,769 | 61 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |