Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 1301 | $601,140 | 3,683 | 0.00 | 0.00 | -11 | -0.30 | 03-31-2024 |
WALLACE HART LLC | COM | 1302 | $599,834 | 3,675 | 0.00 | 3,675 | +Inf | 03-31-2024 | |
TELEMUS CAPITAL LLC | COM | 1303 | $588,571 | 3,671 | 0.00 | 0.00 | 30 | 0.82 | 12-31-2023 |
LWM ADVISORY SERVICES LLC | COM | 1304 | $594,284 | 3,641 | 0.00 | 0.00 | -76 | -2.04 | 03-31-2024 |