Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOK FINANCIAL PRIVATE WEALTH INC | COM | 851 | $37,389 | 144 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PARK PLACE CAPITAL CORP | Stock | Liquidated | $0 | 0 | 0.00 | 142 | +Inf | 12-31-2023 | |
LINDBROOK CAPITAL LLC | Stock | 853 | $41,020 | 141 | 0.00 | 0.00 | 36 | 34.29 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | COM | 854 | $38,182 | 131 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |