Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 1051 | $215,258 | 2,784 | 0.00 | 0.00 | -154 | -5.24 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | COM | 1052 | $215,140 | 2,782 | 0.00 | 0.00 | -1,401 | -33.49 | 03-31-2024 |
LM ADVISORS LLC | COM | 1053 | $215,000 | 2,777 | 0.03 | 2,777 | +Inf | 03-31-2024 | |
LAUREL WEALTH ADVISORS INC | Stock | 1054 | $213,000 | 2,749 | 0.02 | 2,749 | +Inf | 12-31-2022 |