Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 601 | $2,160 | 58 | 0.00 | 0.00 | -43 | -42.57 | 03-31-2024 |
SACHETTA LLC | COM | 602 | $1,572 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | COM | 603 | $1,750 | 47 | 0.00 | 0.00 | 12 | 34.29 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 604 | $1,413 | 45 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |