Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 751 | $1,069,355 | 2,439 | 0.00 | 0.00 | -617 | -20.19 | 03-31-2024 |
CAVALIER INVESTMENTS LLC | COM | 752 | $1,059,709 | 2,417 | 0.00 | 0.00 | 112 | 4.86 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 753 | $1,037,584 | 2,402 | 0.00 | 0.00 | -15 | -0.62 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 754 | $735,000 | 2,393 | 0.04 | 0.04 | 11 | 0.46 | 12-31-2021 |