Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 351 | $13,354 | 77 | 0.00 | 0.00 | 32 | 71.11 | 03-31-2024 |
CENTERPOINT ADVISORS LLC | COM | 352 | $13,000 | 76 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 7.25 | 03-31-2024 |
WHITTIER TRUST CO | US SMALL-CAP EQUITIES | 354 | $10,752 | 62 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |