Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARGENT TRUST CO | COMMON STOCK | 1001 | $738,320 | 254 | 0.00 | 0.00 | 10 | 4.10 | 03-31-2024 |
BTC CAPITAL MANAGEMENT INC | COM | 1002 | $465,281 | 254 | 0.00 | 0.00 | -10 | -3.79 | 09-30-2023 |
OAK HARVEST INVESTMENT SERVICES | COM | 1003 | $735,413 | 253 | 0.00 | 0.00 | 9 | 3.69 | 03-31-2024 |
KOLINSKY WEALTH MANAGEMENT LLC | COM | 1004 | $529,761 | 251 | 0.00 | 0.51 | -32 | -11.31 | 06-30-2023 |