Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 451 | $247,205 | 2,196 | 0.00 | 2,196 | +Inf | 03-31-2024 | |
SIMMONS BANK | COMMON STOCK | 452 | $234,881 | 2,165 | 0.00 | 0.00 | -280 | -11.45 | 12-31-2023 |
CAPITAL ADVISORS INC/OK | COM | Liquidated | $0 | 0 | 0.00 | 2,159 | +Inf | 03-31-2024 | |
GREENLEAF TRUST | COM | 454 | $239,211 | 2,125 | 0.00 | 0.00 | -3 | -0.14 | 03-31-2024 |