Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST INTERSTATE BANK | COM | 2051 | $497,406 | 1,211 | 0.00 | 0.00 | -210 | -14.78 | 03-31-2024 |
CAMBRIDGE ADVISORS INC | COM | 2052 | $497,171 | 1,210 | 0.00 | 0.00 | -10 | -0.82 | 03-31-2024 |
AEVITAS WEALTH MANAGEMENT INC | COM | 2053 | $518,267 | 1,209 | 0.00 | 0.30 | 2 | 0.17 | 12-31-2022 |
BENEDICT FINANCIAL ADVISORS INC | COM | 2054 | $496,229 | 1,208 | 0.00 | 0.00 | 213 | 21.41 | 03-31-2024 |