Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOKF NA | CL A | 1351 | $20,826 | 360 | 0.00 | 0.00 | 149 | 70.62 | 03-31-2024 |
AMERICA FIRST INVESTMENT ADVISORS LLC | CL A | 1352 | $20,556 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JONES FINANCIAL COMPANIES LLLP | COMMON STOCK | 1353 | $20,304 | 346 | 0.00 | 0.00 | 256 | 284.44 | 03-31-2024 |
ENTRYPOINT CAPITAL LLC | CL A | 1354 | $19,087 | 325 | 0.00 | 0.00 | 20 | 6.56 | 03-31-2024 |