Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REILLY FINANCIAL ADVISORS LLC | COM | 951 | $67,000 | 180 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2021 |
FARTHER FINANCE ADVISORS LLC | Stock | 952 | $43,979 | 165 | 0.00 | 165 | +Inf | 06-30-2023 | |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 953 | $55,077 | 160 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 156 | +Inf | 03-31-2024 |