Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VITALSTONE FINANCIAL LLC | Stock | 701 | $10,000 | 54 | 0.01 | 0.00 | 41 | 315.38 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | RL | 702 | $8,496 | 54 | 0.00 | 0.00 | 1 | 1.89 | 03-31-2024 |
ZIONS BANCORPORATION NA | Com | 703 | $9,951 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | CL A | 704 | $9,803 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |