Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 401 | $26,186 | 169 | 0.00 | 169 | +Inf | 03-31-2024 | |
PARALLEL ADVISORS LLC | Stock | 402 | $26,032 | 168 | 0.00 | 0.00 | 59 | 54.13 | 03-31-2024 |
PNC FINANCIAL SERVICES GROUP INC | Common Stock | 403 | $25,475 | 164 | 0.00 | 0.00 | -25 | -13.23 | 03-31-2024 |
UMB BANK NA | COM | 404 | $24,482 | 158 | 0.00 | 0.00 | 14 | 9.72 | 03-31-2024 |