Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAKE POINT WEALTH MANAGEMENT | COM | 1601 | $10,000 | 25 | 0.01 | 0.00 | 0 | 0.00 | 06-30-2022 |
RIGGS ASSET MANAGMENT CO INC | COM | 1602 | $13,072 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ATWOOD & PALMER INC | COM | 1603 | $13,072 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOKF NA | COM | 1604 | $13,225 | 25 | 0.00 | 0.00 | 24 | 2400.00 | 03-31-2024 |