Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JANICZEK WEALTH MANAGEMENT LLC | COM | 1651 | $152,019 | 1,098 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CROMWELL HOLDINGS LLC | Common Stock | 1652 | $151,603 | 1,095 | 0.00 | 1,095 | +Inf | 06-30-2024 | |
AMERICAN NATIONAL BANK | COM | 1653 | $150,080 | 1,084 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
LARSON FINANCIAL GROUP LLC | COM | 1654 | $148,955 | 1,076 | 0.00 | 0.00 | 547 | 103.40 | 06-30-2024 |