Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOKF NA | COM | 701 | $2,001 | 27 | 0.00 | 27 | +Inf | 03-31-2024 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 26 | +Inf | 03-31-2024 | |
BELLEVUE ASSET MANAGEMENT LLC | COM | 703 | $1,388 | 21 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
HORIZON INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 21 | +Inf | 06-30-2024 |