Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO OF OKLAHOMA | COMMON STOCK | 2051 | $244,520 | 1,497 | 0.00 | 0.00 | -1,693 | -53.07 | 03-31-2024 |
COVENANT ASSET MANAGEMENT LLC | COM | Liquidated | $243,867 | 1,493 | 0.00 | 0.00 | 1,493 | +Inf | 03-31-2024 |
CANVAS WEALTH ADVISORS LLC | COM | 2053 | $233,373 | 1,484 | 0.00 | 1,484 | +Inf | 03-31-2024 | |
CUTTER & CO BROKERAGE INC | COM | 2054 | $241,152 | 1,476 | 0.00 | 0.00 | -665 | -31.06 | 03-31-2024 |