Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $9,217 | 351 | 0.00 | 0.00 | -40 | -10.23 | 03-31-2024 |
UMB BANK NA | COM | 652 | $9,112 | 347 | 0.00 | 0.00 | -853 | -71.08 | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC | COM | 653 | $11,000 | 346 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
BLUE TRUST INC | COM | 654 | $8,876 | 338 | 0.00 | 0.00 | -268 | -44.22 | 03-31-2024 |