Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | Stock | 201 | $1,128,000 | 23,140 | 0.11 | 0.12 | -3,160 | -12.02 | 12-31-2022 |
IFG ADVISORY LLC | Common Stock | 202 | $1,492,490 | 21,589 | 0.00 | 0.00 | 6,405 | 42.18 | 03-31-2024 |
SAVANT CAPITAL LLC | COM NEW | 203 | $1,233,760 | 21,573 | 0.00 | 0.00 | 72 | 0.33 | 12-31-2023 |
PRUDENTIAL PLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 6,792 | 47.03 | 03-31-2024 |