Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EAGLE BAY ADVISORS LLC | equities | Liquidated | $0 | 0 | 0.00 | 354 | +Inf | 12-31-2023 | |
MV CAPITAL MANAGEMENT INC | COM | 802 | $22,794 | 349 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRONT ROW ADVISORS LLC | REIT | Liquidated | $22,406 | 338 | 0.00 | 0.00 | 338 | +Inf | 03-31-2024 |
UMB BANK NA | COM | 804 | $21,487 | 329 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |