Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MISSOURI TRUST & INVESTMENT CO | COM | 3901 | $10,814 | 678 | 0.00 | 0.00 | -322 | -32.20 | 06-30-2023 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 3902 | $11,009 | 675 | 0.00 | 0.00 | -2,820 | -80.69 | 03-31-2024 |
LIVE OAK INVESTMENT PARTNERS | COM | 3903 | $9,913 | 660 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FINANCIAL FREEDOM LLC | COM | 3904 | $10,989 | 655 | 0.00 | 0.00 | -1,213 | -64.94 | 12-31-2023 |