Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | -665 | -95.82 | 03-31-2024 |
SUNBELT SECURITIES INC | Stock | 802 | $3,142 | 28 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UMB BANK NA | COM CL A | 803 | $3,128 | 28 | 0.00 | 28 | +Inf | 03-31-2024 | |
BLUE TRUST INC | COM CL A | 804 | $2,904 | 26 | 0.00 | 26 | +Inf | 03-31-2024 |