Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | CL A | 1301 | $61,000 | 528 | 0.00 | 528 | +Inf | 12-31-2021 | |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 527 | +Inf | 03-31-2024 | |
UMB BANK NA | CL A | 1303 | $88,914 | 517 | 0.00 | 0.00 | 3 | 0.58 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 1304 | $87,022 | 506 | 0.00 | 0.00 | -35 | -6.47 | 03-31-2024 |