Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVITAS WEALTH MANAGEMENT LLC | COM NEW | 1201 | $1,414,616 | 22,369 | 0.00 | 22,369 | +Inf | 03-31-2024 | |
UMB BANK NA | COM NEW | 1202 | $1,413,414 | 22,350 | 0.00 | 0.00 | -9,919 | -30.74 | 03-31-2024 |
LIDO ADVISORS LLC | COM NEW | 1203 | $1,410,786 | 22,308 | 0.00 | 0.00 | -2,184 | -8.92 | 03-31-2024 |
MIDWEST WEALTH MANAGEMENT INC | Stock | 1204 | $1,190,000 | 22,294 | 0.72 | 0.78 | 1,605 | 7.76 | 03-31-2022 |