Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BSW WEALTH PARTNERS | COM | 2101 | $882,092 | 5,211 | 0.00 | 0.00 | -420 | -7.46 | 03-31-2024 |
GILBERT & COOK INC | COM | 2102 | $881,207 | 5,205 | 0.00 | 0.00 | -49 | -0.93 | 03-31-2024 |
ALAETHES WEALTH LLC | COM | 2103 | $752,510 | 5,203 | 0.00 | 0.00 | -1,856 | -26.29 | 12-31-2023 |
COUNTRY CLUB TRUST COMPANY NA | COM | 2104 | $950,000 | 5,200 | 0.07 | 0.08 | -2,337 | -31.01 | 12-31-2021 |