Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOKF NA | COM | 751 | $4,959 | 37 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEAR POINT ADVISORS INC | COM | 752 | $4,650 | 36 | 0.00 | 36 | +Inf | 06-30-2024 | |
CORBENIC PARTNERS LLC | COM | 753 | $2,000 | 35 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 754 | $4,060 | 32 | 0.00 | 0.00 | -395 | -92.51 | 06-30-2024 |