Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 701 | $12,000 | 130 | 0.00 | 0.00 | 100 | 333.33 | 03-31-2024 |
JFS WEALTH ADVISORS LLC | COM | 702 | $12,653 | 129 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UMB BANK NA | COM | 703 | $11,181 | 114 | 0.00 | 0.00 | 38 | 50.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 704 | $10,691 | 109 | 0.00 | 0.00 | 62 | 131.91 | 03-31-2024 |