Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 801 | $4,601 | 134 | 0.00 | 0.00 | -142 | -51.45 | 12-31-2023 |
UMB BANK NA | COM | 802 | $4,594 | 129 | 0.00 | 0.00 | 26 | 25.24 | 03-31-2024 |
KEY FINANCIAL INC | COM | 803 | $4,332 | 127 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CULLEN/FROST BANKERS INC | DOMESTIC REITS | 804 | $3,644 | 115 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |