Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS INC/OK | COM | 751 | $276,238 | 1,590 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SCHOOLCRAFT CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,570 | +Inf | 12-31-2023 | |
QS INVESTORS LLC | COM | 753 | $257,000 | 1,570 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
WASHINGTON TRUST BANK | COM | 754 | $272,582 | 1,569 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |