Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM | 451 | $5,053 | 321 | 0.00 | 0.00 | 59 | 22.52 | 03-31-2024 |
UMB BANK NA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -100 | -25.00 | 03-31-2024 |
FIRST PERSONAL FINANCIAL SERVICES | COM | 453 | $6,584 | 260 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ADVISORNET FINANCIAL INC | Stock | 454 | $3,935 | 250 | 0.00 | 0.00 | -7 | -2.72 | 03-31-2024 |