Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATRIOT FINANCIAL GROUP INSURANCE AGENCY LLC | COM | 901 | $756,092 | 13,122 | 0.00 | 0.00 | 2,571 | 24.37 | 03-31-2024 |
PEOPLES BANK/KS | COMMON STOCKS | 902 | $754,507 | 13,097 | 0.00 | 0.00 | -473 | -3.49 | 03-31-2024 |
PRIO WEALTH LIMITED PARTNERSHIP | COM | 903 | $752,459 | 13,059 | 0.00 | 0.00 | 7,250 | 124.81 | 03-31-2024 |
REGENTATLANTIC CAPITAL LLC | COM | 904 | $502,000 | 13,043 | 0.02 | 0.02 | 43 | 0.33 | 09-30-2022 |