Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TD CAPITAL MANAGEMENT LLC | COM | 501 | $15,852 | 103 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
UMB BANK NA | COM | 502 | $20,348 | 103 | 0.00 | 0.00 | 8 | 8.42 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 503 | $18,570 | 94 | 0.00 | 0.00 | -2 | -2.08 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 504 | $13,643 | 79 | 0.00 | 79 | +Inf | 12-31-2023 |