Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 601 | $8,024 | 295 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
IFP ADVISORS INC | cs | Liquidated | $0 | 0 | 0.00 | 0.00 | -13 | -4.51 | 06-30-2024 |
PARKSIDE FINANCIAL BANK & TRUST | CL A COM STK | 603 | $6,040 | 222 | 0.00 | 0.00 | 186 | 516.67 | 06-30-2024 |
UMB BANK NA | CL A COM STK | 604 | $5,032 | 185 | 0.00 | 0.00 | 119 | 180.30 | 06-30-2024 |