Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL BANK & TRUST CO | COMMON STOCK | 2701 | $41,141 | 142 | 0.00 | 0.00 | -36 | -20.22 | 03-31-2024 |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 2702 | $41,000 | 137 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 2703 | $41,100 | 136 | 0.00 | 0.00 | 1 | 0.74 | 06-30-2024 |
NAPLES MONEY MANAGEMENT LLC | Stock | 2704 | $40,023 | 134 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |