Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER BOYER NATIONAL BANK | COMMON STOCK | 2051 | $684,507 | 3,335 | 0.00 | 0.00 | -50 | -1.48 | 03-31-2024 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 2052 | $699,460 | 3,335 | 0.00 | 0.00 | -17,694 | -84.14 | 12-31-2023 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 2053 | $683,893 | 3,332 | 0.00 | 0.00 | 20 | 0.60 | 03-31-2024 |
COOPER FINANCIAL GROUP | COM | 2054 | $682,647 | 3,326 | 0.00 | 0.00 | 643 | 23.97 | 03-31-2024 |