Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | 34 | 3.49 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 902 | $15,397 | 1,003 | 0.00 | 0.00 | -310 | -23.61 | 03-31-2024 |
ACIMA PRIVATE WEALTH LLC | Stock | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 904 | $17,940 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2023 |