Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 651 | $12,414 | 92 | 0.00 | 0.00 | -9 | -8.91 | 06-30-2024 |
SIGNATUREFD LLC | COM | 652 | $12,144 | 90 | 0.00 | 0.00 | -20 | -18.18 | 06-30-2024 |
PRIVATE TRUST CO NA | Com | 653 | $10,929 | 81 | 0.00 | 0.00 | -31 | -27.68 | 06-30-2024 |
WETZEL INVESTMENT ADVISORS INC | ATKR | Liquidated | $0 | 0 | 0.00 | 0.01 | 12 | 17.65 | 06-30-2024 |