Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M3 ADVISORY GROUP LLC | COM | 3701 | $491,842 | 3,031 | 0.00 | 0.00 | 89 | 3.03 | 03-31-2024 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 3702 | $489,495 | 3,017 | 0.00 | 0.00 | 2 | 0.07 | 03-31-2024 |
WEST BANCORPORATION INC | COM | 3703 | $441,672 | 3,014 | 0.00 | 0.00 | -1,120 | -27.09 | 12-31-2023 |
MAYFAIR ADVISORY GROUP LLC | COM | 3704 | $447,856 | 3,011 | 0.00 | 0.00 | 148 | 5.17 | 12-31-2023 |