Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM | 1301 | $232,775 | 7,062 | 0.00 | 0.00 | 105 | 1.51 | 03-31-2024 |
BEACON BRIDGE WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -617 | -8.04 | 03-31-2024 |
UMB BANK NA | COM | 1303 | $231,346 | 7,019 | 0.00 | 0.00 | -141 | -1.97 | 03-31-2024 |
PERSONAL CAPITAL ADVISORS CORP | COM | 1304 | $204,000 | 7,018 | 0.00 | 0.00 | 994 | 16.50 | 09-30-2022 |