Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | REIT | 1601 | $63,000 | 980 | 0.01 | 0.01 | 335 | 51.94 | 09-30-2021 |
BELLEVUE ASSET MANAGEMENT LLC | COM | 1602 | $50,212 | 928 | 0.00 | 0.00 | -99 | -9.64 | 03-31-2024 |
PINNACLE FINANCIAL PARTNERS INC | COM | 1603 | $47,824 | 884 | 0.00 | 0.00 | 839 | 1864.44 | 03-31-2024 |
MISSOURI TRUST & INVESTMENT CO | COM | 1604 | $47,587 | 880 | 0.00 | 0.00 | 270 | 44.26 | 03-31-2024 |