Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORZA WEALTH MANAGEMENT LLC | SHS CLASS A | 2151 | $689,754 | 1,990 | 0.00 | 0.00 | -75 | -3.63 | 03-31-2024 |
PRINCIPAL STREET PARTNERS LLC | Common stock | 2152 | $610,281 | 1,988 | 0.00 | 0.00 | 33 | 1.69 | 03-31-2024 |
LEGACY TRUST | SHS CLASS A | 2153 | $687,674 | 1,984 | 0.00 | 0.00 | 42 | 2.16 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | SHS CLASS A | 2154 | $695,770 | 1,983 | 0.00 | 0.00 | 1,491 | 303.05 | 12-31-2023 |