Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COUNTRY CLUB BANK | COM | 801 | $1,241,251 | 9,261 | 0.00 | 0.00 | -545 | -5.56 | 06-30-2024 |
STRATOS WEALTH PARTNERS LTD | COM | 802 | $1,279,709 | 9,243 | 0.00 | 0.00 | -1,701 | -15.54 | 06-30-2024 |
PRINCIPAL SECURITIES INC | COM | 803 | $1,277,980 | 9,231 | 0.00 | 0.00 | 648 | 7.55 | 06-30-2024 |
GREAT LAKES RETIREMENT INC | COM | 804 | $1,277,594 | 9,228 | 0.00 | 0.00 | -336 | -3.51 | 06-30-2024 |