Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MISSOURI TRUST & INVESTMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 106 | +Inf | 03-31-2024 | |
SOUTHSTATE CORP | Com | Liquidated | $1,883 | 105 | 0.00 | 0.00 | 105 | +Inf | 03-31-2024 |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1153 | $2,011 | 104 | 0.00 | 104 | +Inf | 12-31-2023 | |
SUREVEST LLC | COM | 1154 | $2,000 | 104 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |