Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTRUST BANK NA | SHS | 1751 | $718,105 | 8,717 | 0.00 | 0.00 | -259 | -2.89 | 12-31-2023 |
PITTI GROUP WEALTH MANAGEMENT LLC | SHS | 1752 | $716,116 | 8,715 | 0.00 | 0.00 | 140 | 1.63 | 03-31-2024 |
CATALYTIC WEALTH RIA LLC | SHS | 1753 | $716,706 | 8,700 | 0.00 | 8,700 | +Inf | 12-31-2023 | |
GROVE BANK & TRUST | SHS | 1754 | $757,856 | 8,696 | 0.00 | 0.00 | 1,414 | 19.42 | 03-31-2024 |