Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COUNTRY CLUB TRUST COMPANY NA | COM | 1651 | $236,000 | 1,000 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2021 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | CALL | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
CAPITAL ADVISORS LTD LLC | COM | 1653 | $155,000 | 994 | 0.02 | 0.02 | 98 | 10.94 | 03-31-2024 |
STRATEGIC WEALTH PARTNERS LTD | COM | 1654 | $206,971 | 983 | 0.00 | 0.05 | 55 | 5.93 | 03-31-2023 |