Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL ADVISORS LTD LLC | COM | 851 | $3,000 | 17 | 0.00 | 0.00 | 2 | 13.33 | 03-31-2024 |
BLACKSTON FINANCIAL ADVISORY GROUP LLC | COM | 852 | $2,902 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
LARSON FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 16 | +Inf | 12-31-2023 | |
BOKF NA | COM | 854 | $2,862 | 16 | 0.00 | 0.00 | -38 | -70.37 | 03-31-2024 |