Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GILBERT & COOK INC | COM | 2501 | $1,635,287 | 4,263 | 0.00 | 0.00 | 7 | 0.16 | 03-31-2024 |
ACCREDITED INVESTORS INC | COM | 2502 | $1,476,852 | 4,262 | 0.00 | 0.00 | -82 | -1.89 | 12-31-2023 |
PLANCORP LLC | COM | 2503 | $1,475,259 | 4,257 | 0.00 | 0.00 | 200 | 4.93 | 12-31-2023 |
OLD PORT ADVISORS | COM | 2504 | $1,248,616 | 4,250 | 0.00 | 0.00 | -96 | -2.21 | 03-31-2023 |