Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUMATURE WEALTH PARTNERS LLC | COM | 2851 | $300,733 | 4,053 | 0.00 | 0.00 | -1 | -0.02 | 06-30-2023 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 661 | 19.50 | 03-31-2024 |
SUNFLOWER BANK NA | Equities | 2853 | $258,388 | 4,043 | 0.00 | 0.00 | 988 | 32.34 | 03-31-2024 |
TAP CONSULTING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 0.22 | 12-31-2023 |