Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARIETTA WEALTH MANAGEMENT LLC | COM | 1751 | $12,678,730 | 70,289 | 0.00 | 0.00 | -3,399 | -4.61 | 03-31-2024 |
IYO BANK LTD | COM | 1752 | $7,934,000 | 70,209 | 4.25 | 70,209 | +Inf | 09-30-2022 | |
INTRUST BANK NA | COM | 1753 | $10,650,993 | 70,100 | 0.00 | 0.00 | 361 | 0.52 | 12-31-2023 |
POLARIS WEALTH ADVISORY GROUP LLC | COM | 1754 | $8,907,044 | 70,068 | 0.00 | 0.00 | -7,670 | -9.87 | 09-30-2023 |