Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEOPLES BANK/KS | FOREIGN STOCKS | 1601 | $964,878 | 12,259 | 0.00 | 0.00 | -270 | -2.16 | 06-30-2024 |
EP WEALTH ADVISORS LLC | SHS | 1602 | $964,623 | 12,255 | 0.00 | 0.00 | 3,931 | 47.22 | 06-30-2024 |
CONTINUUM ADVISORY LLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,106 | 50.55 | 06-30-2024 |
CORNERSTONE WEALTH MANAGEMENT LLC | SHS | 1604 | $959,661 | 12,192 | 0.00 | 0.00 | 549 | 4.72 | 06-30-2024 |