Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MISSOURI TRUST & INVESTMENT CO | COM | 2151 | $4,740 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -1,452 | -93.56 | 03-31-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 2153 | $4,740 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
CYPRESS CAPITAL LLC | COM | 2154 | $4,740 | 100 | 0.00 | 100 | +Inf | 06-30-2024 |