Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD TRUST LLC | COM | 951 | $1,481,920 | 5,523 | 0.00 | 0.00 | -237 | -4.11 | 03-31-2024 |
OPTIMAL ASSET MANAGEMENT INC | COM | 952 | $1,140,000 | 5,518 | 0.14 | 0.15 | 0 | 0.00 | 09-30-2021 |
PARAGON PRIVATE WEALTH MANAGEMENT LLC | COM | 953 | $1,479,867 | 5,515 | 0.00 | 0.00 | 238 | 4.51 | 03-31-2024 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | COMMON STOCK | 954 | $1,477,961 | 5,508 | 0.00 | 0.00 | -120 | -2.13 | 03-31-2024 |