Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOK FINANCIAL PRIVATE WEALTH INC | COM | 1701 | $192,411 | 2,369 | 0.00 | 0.00 | -13,642 | -85.20 | 12-31-2023 |
EAGLE RIDGE INVESTMENT MANAGEMENT | COM | 1702 | $203,713 | 2,366 | 0.00 | 2,366 | +Inf | 03-31-2024 | |
FORTEM FINANCIAL GROUP LLC | COM | 1703 | $202,985 | 2,358 | 0.00 | 2,358 | +Inf | 03-31-2024 | |
ARCHFORD CAPITAL STRATEGIES LLC | COM | 1704 | $201,905 | 2,345 | 0.00 | 2,345 | +Inf | 03-31-2024 |