Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SMITHFIELD TRUST CO | COM | 951 | $21,000 | 450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CVA FAMILY OFFICE LLC | COM | 952 | $18,196 | 441 | 0.00 | 441 | +Inf | 12-31-2023 | |
UMB BANK NA | COM | 953 | $20,444 | 427 | 0.00 | 0.00 | 5 | 1.18 | 03-31-2024 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 27 | 6.85 | 03-31-2024 |