Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IOWA STATE BANK | Com | 1451 | $1,598,600 | 17,010 | 0.00 | 0.00 | 6,568 | 62.90 | 03-31-2024 |
ROI FINANCIAL ADVISORS LLC | CL B | 1452 | $1,845,000 | 16,990 | 0.00 | 16,990 | +Inf | 12-31-2023 | |
ALLEN CAPITAL GROUP LLC | CL B | 1453 | $1,591,856 | 16,938 | 0.00 | 0.00 | 4,237 | 33.36 | 03-31-2024 |
GYROSCOPE CAPITAL MANAGEMENT GROUP LLC | CL B | 1454 | $1,609,380 | 16,831 | 0.00 | 16,831 | +Inf | 09-30-2023 |