Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOKF NA | COM | 801 | $258,135 | 2,551 | 0.00 | 0.00 | -97 | -3.66 | 12-31-2023 |
EVERCORE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,540 | +Inf | 12-31-2023 | |
GAMMA INVESTING LLC | Common Stock | 803 | $267,053 | 2,527 | 0.00 | 0.00 | 146 | 6.13 | 03-31-2024 |
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 804 | $255,049 | 2,520 | 0.00 | 2,520 | +Inf | 12-31-2023 |