Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MISSION WEALTH MANAGEMENT LP | COM | 1301 | $347,729 | 120 | 0.00 | 0.00 | 3 | 2.56 | 03-31-2024 |
INTRUST BANK NA | COM | 1302 | $348,812 | 120 | 0.00 | 0.00 | -12 | -9.09 | 03-31-2024 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 1303 | $345,906 | 119 | 0.00 | 0.00 | 3 | 2.59 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 1304 | $342,999 | 118 | 0.00 | 0.00 | 46 | 63.89 | 03-31-2024 |