Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | COM | 401 | $47,639 | 929 | 0.00 | 929 | +Inf | 06-30-2023 | |
STEPHENS CONSULTING LLC | COM | 402 | $42,184 | 882 | 0.00 | 0.00 | 4 | 0.46 | 12-31-2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 403 | $41,670 | 829 | 0.00 | 0.00 | -1,448 | -63.59 | 03-31-2024 |
BOK FINANCIAL PRIVATE WEALTH INC | COM | 404 | $38,472 | 804 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |