Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 2001 | $41,489 | 482 | 0.00 | 482 | +Inf | 03-31-2024 | |
JNBA FINANCIAL ADVISORS | COM | 2002 | $36,031 | 479 | 0.00 | 0.00 | 229 | 91.60 | 09-30-2023 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | COM | 2003 | $39,606 | 460 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LIVE OAK INVESTMENT PARTNERS | COM | 2004 | $34,375 | 457 | 0.00 | 0.00 | 388 | 562.32 | 09-30-2023 |