Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 901 | $107,000 | 613 | 0.07 | 0.07 | 11 | 1.83 | 03-31-2024 |
WEST PACES ADVISORS INC | Stock | 902 | $102,674 | 591 | 0.00 | 0.00 | 6 | 1.03 | 03-31-2024 |
MISSOURI TRUST & INVESTMENT CO | COM | 903 | $86,865 | 500 | 0.00 | 0.00 | -75 | -13.04 | 03-31-2024 |
MCILRATH & ECK LLC | COM | 904 | $86,865 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |