Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $16,234 | 123 | 0.00 | 0.00 | 123 | +Inf | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1552 | $16,293 | 123 | 0.00 | 0.00 | 4 | 3.36 | 03-31-2024 |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 1553 | $15,838 | 120 | 0.00 | 120 | +Inf | 03-31-2024 | |
BOK FINANCIAL PRIVATE WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |