Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 651 | $26,017 | 279 | 0.00 | 0.00 | -34 | -10.86 | 03-31-2024 |
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HOBBS GROUP ADVISORS LLC | COM | 653 | $18,930 | 250 | 0.00 | 250 | +Inf | 12-31-2023 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 654 | $23,313 | 250 | 0.00 | 0.00 | -100 | -28.57 | 03-31-2024 |