Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MISSOURI TRUST & INVESTMENT CO | COM | 1001 | $14,885 | 100 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
LGT FINANCIAL ADVISORS LLC | COM | 1002 | $14,553 | 99 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 54.69 | 03-31-2024 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1004 | $12,495 | 85 | 0.00 | 85 | +Inf | 03-31-2024 |