Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 651 | $26,337 | 956 | 0.00 | 0.00 | -79 | -7.63 | 03-31-2024 |
SONORA INVESTMENT MANAGEMENT LLC | COM | 652 | $21,000 | 935 | 0.00 | 935 | +Inf | 09-30-2021 | |
BOLLARD GROUP LLC | COM | 653 | $9,000 | 887 | 0.00 | 0.00 | 22 | 2.54 | 03-31-2023 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 654 | $22,890 | 840 | 0.00 | 840 | +Inf | 03-31-2024 |