Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | Liquidated | $2,244 | 69 | 0.00 | 0.00 | 69 | +Inf | 03-31-2024 |
BOKF NA | COM | 602 | $1,770 | 63 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEST PACES ADVISORS INC | Stock | 603 | $2,016 | 62 | 0.00 | 62 | +Inf | 03-31-2024 | |
BOGART WEALTH LLC | Stock | 604 | $1,702 | 52 | 0.00 | 52 | +Inf | 03-31-2024 |