Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1051 | $3,867 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
JANICZEK WEALTH MANAGEMENT LLC | COM | 1052 | $3,867 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
CAPITAL ADVISORS LTD LLC | COM | 1053 | $4,000 | 14 | 0.00 | 0.00 | 6 | 75.00 | 03-31-2024 |
ZIONS BANCORPORATION NA | Com | 1054 | $3,590 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |