Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,034 | +Inf | 03-31-2024 | |
UMB BANK NA | COM | 602 | $26,057 | 1,034 | 0.00 | 0.00 | -241 | -18.90 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 603 | $19,815 | 1,012 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ADIRONDACK TRUST CO | ENERGY | 604 | $25,200 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |