Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARSONALLARIA WEALTH MANAGEMENT LTD | COM | 301 | $3,739 | 7,040 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CWM LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -97 | -2.37 | 12-31-2023 |
ALLWORTH FINANCIAL LP | COM | 303 | $2,992 | 3,920 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
UMB BANK NA | COM | 304 | $1,974 | 3,717 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |