Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 751 | $88,434 | 1,171 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARBOUR INVESTMENTS INC | COM | 752 | $84,265 | 1,113 | 0.00 | 0.00 | 1,109 | 27725.00 | 12-31-2023 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 753 | $83,000 | 1,100 | 0.00 | 0.00 | -416 | -27.44 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 754 | $77,937 | 1,032 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |