Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INTRUST BANK NA | SPONSORED ADS | 551 | $499,133 | 8,652 | 0.00 | 0.00 | 258 | 3.07 | 03-31-2024 |
MISSION WEALTH MANAGEMENT LP | SPONSORED ADS | 552 | $498,561 | 8,642 | 0.00 | 0.00 | 830 | 10.62 | 03-31-2024 |
TEAMWORK FINANCIAL ADVISORS LLC | SPONSORED ADS | 553 | $581,612 | 8,514 | 0.00 | 0.00 | 210 | 2.53 | 12-31-2023 |
VALEO FINANCIAL ADVISORS LLC | ADR | 554 | $490,711 | 8,506 | 0.00 | 0.00 | 211 | 2.54 | 03-31-2024 |