Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JT STRATFORD LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,174 | 31.78 | 12-31-2023 |
KOLINSKY WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.40 | -634 | -11.54 | 03-31-2024 |
CYPRESS CAPITAL MANAGEMENT LLC | COM | 2803 | $324,000 | 4,844 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2021 |
TRUST CO OF OKLAHOMA | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |