Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OAKWORTH CAPITAL INC | COMMON STOCK | 801 | $4,119 | 85 | 0.00 | 85 | +Inf | 06-30-2023 | |
HEXAGON CAPITAL PARTNERS LLC | REIT | 802 | $3,870 | 84 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE ADVISORS LLC | Common Stock | 803 | $3,844 | 83 | 0.00 | 0.00 | -326 | -79.71 | 03-31-2024 |
UMB BANK NA | COM | 804 | $3,778 | 82 | 0.00 | 82 | +Inf | 03-31-2024 |