Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTSIDE WEALTH GROUP LLC | COM | 651 | $228,443 | 8,934 | 0.00 | 0.00 | -633 | -6.62 | 03-31-2024 |
INTRUST BANK NA | COM | 652 | $228,442 | 8,934 | 0.00 | 0.00 | -539 | -5.69 | 03-31-2024 |
PROCYON ADVISORS LLC | COM | 653 | $227,573 | 8,900 | 0.00 | 0.00 | -1,089 | -10.90 | 03-31-2024 |
QS INVESTORS LLC | COM | 654 | $317,000 | 8,900 | 0.00 | 0.00 | 1,600 | 21.92 | 06-30-2021 |