Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEOPLES BANK/KS | COMMON STOCKS | 1951 | $24,935 | 95 | 0.00 | 95 | +Inf | 03-31-2024 | |
CBIZ INVESTMENT ADVISORY SERVICES LLC | COM | 1952 | $24,394 | 93 | 0.00 | 93 | +Inf | 03-31-2024 | |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1953 | $23,888 | 91 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1954 | $23,888 | 91 | 0.00 | 0.00 | -48 | -34.53 | 03-31-2024 |