Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAYDEN ROYAL LLC | Common Stock | 1051 | $512,000 | 810 | 1.20 | 0.82 | -17 | -2.06 | 12-31-2021 |
LEGACY FINANCIAL ADVISORS INC | Stock | 1052 | $778,654 | 809 | 0.00 | 0.00 | 60 | 8.01 | 03-31-2024 |
UMB BANK NA | COM | 1053 | $775,767 | 806 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORUM FINANCIAL MANAGEMENT LP | COM | 1054 | $774,805 | 805 | 0.00 | 0.00 | 222 | 38.08 | 03-31-2024 |