Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIVE OAK INVESTMENT PARTNERS | COM | 1201 | $726,739 | 11,229 | 0.00 | 0.00 | 101 | 0.91 | 09-30-2023 |
GILBERT & COOK INC | COM | 1202 | $803,058 | 11,194 | 0.00 | 0.00 | -8 | -0.07 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1203 | $802,323 | 11,184 | 0.00 | 0.00 | -842 | -7.00 | 03-31-2024 |
ABERDEEN WEALTH MANAGEMENT LLC | COM | 1204 | $791,223 | 11,029 | 0.00 | 0.00 | 10 | 0.09 | 03-31-2024 |