Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENTERPRISE TRUST & INVESTMENT CO | ORD | 701 | $9,000 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
JFS WEALTH ADVISORS LLC | ORD | 702 | $13,848 | 484 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | ORD | 703 | $8,000 | 482 | 0.01 | 482 | +Inf | 09-30-2022 | |
CLEARSTEAD TRUST LLC | ORD | 704 | $13,619 | 476 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |