Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UMB BANK NA | COM | 901 | $17,625 | 93 | 0.00 | 0.00 | -142 | -60.43 | 03-31-2024 |
HM PAYSON & CO | COM | 902 | $18,026 | 89 | 0.00 | 0.00 | -12 | -11.88 | 09-30-2023 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 903 | $16,108 | 85 | 0.00 | 0.00 | -3 | -3.41 | 03-31-2024 |
COVESTOR LTD | COMMON | 904 | $16,000 | 84 | 0.01 | 0.01 | 13 | 18.31 | 03-31-2024 |