Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZIONS BANCORPORATION NA | Com | 951 | $17,146 | 537 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | COM | 952 | $14,142 | 524 | 0.00 | 0.00 | 11 | 2.14 | 12-31-2023 |
OAKWORTH CAPITAL INC | COMMON STOCK | 953 | $13,112 | 509 | 0.00 | 0.00 | -254 | -33.29 | 06-30-2023 |
BROWN BROTHERS HARRIMAN & CO | Common Stock | 954 | $15,965 | 500 | 0.00 | 0.00 | -500 | -50.00 | 03-31-2024 |