Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 651 | $5,000 | 200 | 0.00 | 200 | +Inf | 06-30-2021 | |
PINNACLE FINANCIAL PARTNERS INC | COM | 652 | $4,750 | 200 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 653 | $3,863 | 174 | 0.00 | 0.00 | 19 | 12.26 | 06-30-2024 |
UMB BANK NA | COM | 654 | $3,619 | 163 | 0.00 | 0.00 | 132 | 425.81 | 06-30-2024 |