Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOK FINANCIAL PRIVATE WEALTH INC | COM | 501 | $172,367 | 5,465 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KEY FINANCIAL INC | COM | 502 | $170,892 | 5,418 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 503 | $139,808 | 5,324 | 0.00 | 0.00 | -180 | -3.27 | 03-31-2024 |
CUTLER GROUP LLC / CA | Put | 504 | $0 | 5,000 | 0.00 | 0.00 | 4,200 | 525.00 | 03-31-2024 |