Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | SPONSORED ADR | 201 | $4,893 | 506 | 0.00 | 506 | +Inf | 09-30-2021 | |
UMB BANK NA | SPONSORED ADR | 202 | $6,146 | 467 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ZIONS BANCORPORATION NA | Com | 203 | $5,817 | 442 | 0.00 | 0.00 | -2 | -0.45 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Stock | 204 | $5,837 | 437 | 0.00 | 437 | +Inf | 03-31-2024 |