Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RED DOOR WEALTH MANAGEMENT LLC | COM | 1351 | $7,485,856 | 47,322 | 0.00 | 0.00 | 921 | 1.98 | 03-31-2024 |
IOWA STATE BANK | Com | 1352 | $7,474,636 | 47,251 | 0.00 | 0.00 | -2,025 | -4.11 | 03-31-2024 |
FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | 1353 | $7,401,263 | 47,220 | 0.00 | 0.00 | 77 | 0.16 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 1354 | $7,465,679 | 47,194 | 0.00 | 0.00 | -1,549 | -3.18 | 03-31-2024 |