Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEOPLES BANK/KS | COMMON STOCKS | 2501 | $30,741 | 2,315 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MARATHON TRADING INVESTMENT MANAGEMENT LLC | Common Stock | 2502 | $30,544 | 2,300 | 0.00 | 0.00 | -2,714 | -54.13 | 03-31-2024 |
BOULDER WEALTH ADVISORS LLC | COM | 2503 | $27,000 | 2,294 | 0.02 | 2,294 | +Inf | 12-31-2022 | |
CHERRY TREE WEALTH MANAGEMENT LLC | COM | 2504 | $27,635 | 2,267 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |