Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JACOBSEN CAPITAL MANAGEMENT | CAP STK CL C | 3451 | $763,584 | 5,015 | 0.00 | 0.00 | 25 | 0.50 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | CAP STK CL C | 3452 | $761,452 | 5,001 | 0.00 | 0.00 | -1,793 | -26.39 | 03-31-2024 |
COUNTRY CLUB TRUST COMPANY NA | CAP STK CL C | 3453 | $14,600,000 | 5,000 | 1.15 | 1.15 | 43 | 0.87 | 12-31-2021 |
CERRO PACIFIC WEALTH ADVISORS LLC | CAP STK CL C | 3454 | $519,688 | 4,997 | 0.00 | 0.61 | 4,669 | 1423.48 | 03-31-2023 |