Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 901 | $293,857 | 1,925 | 0.00 | 0.00 | -437 | -18.50 | 03-31-2024 |
TRAPHAGEN INVESTMENT ADVISORS LLC | COM | 902 | $282,917 | 1,853 | 0.00 | 1,853 | +Inf | 03-31-2024 | |
TRUST CO OF OKLAHOMA | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,800 | +Inf | 03-31-2024 | |
CONCURRENT INVESTMENT ADVISORS LLC | COM | 904 | $273,865 | 1,795 | 0.00 | 0.00 | -57 | -3.08 | 03-31-2024 |