Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | Stock | 451 | $3,377 | 50 | 0.00 | 50 | +Inf | 03-31-2024 | |
ALLWORTH FINANCIAL LP | COM | 452 | $2,103 | 38 | 0.00 | 0.00 | -2 | -5.00 | 06-30-2023 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 453 | $20,000 | 33 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
UMB BANK NA | COM | 454 | $2,026 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |