Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRITONPOINT WEALTH LLC | COM NEW | 551 | $628,677 | 7,078 | 0.00 | 0.00 | -145 | -2.01 | 03-31-2024 |
STUDIO INVESTMENT MANAGEMENT LLC | CHRW | 552 | $609,153 | 7,028 | 0.00 | 0.00 | 2,109 | 42.87 | 09-30-2023 |
COMMERCE BANK | COM NEW | 553 | $530,009 | 6,961 | 0.00 | 0.00 | -39,895 | -85.14 | 03-31-2024 |
TWELVE POINTS WEALTH MANAGEMENT LLC | COM NEW | 554 | $529,691 | 6,957 | 0.00 | 0.00 | 1,111 | 19.00 | 03-31-2024 |