Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IMPACT PARTNERSHIP WEALTH LLC | COM | 751 | $443,363 | 3,424 | 0.00 | 0.00 | 1,676 | 95.88 | 06-30-2024 |
DENALI ADVISORS LLC | COM | 752 | $441,984 | 3,413 | 0.00 | 0.00 | 2,900 | 565.30 | 06-30-2024 |
FIRST MERCHANTS CORP | Equities | 753 | $440,948 | 3,405 | 0.00 | 3,405 | +Inf | 06-30-2024 | |
JPMORGAN CHASE & CO | COM | 754 | $440,823 | 3,404 | 0.00 | 3,404 | +Inf | 06-30-2024 |