Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORAN SECURITIES INC | Stock | 2701 | $290,256 | 5,352 | 0.00 | 0.00 | 253 | 4.96 | 03-31-2024 |
MERIDIAN INVESTMENT COUNSEL INC | COM | 2702 | $289,154 | 5,332 | 0.00 | 0.00 | 31 | 0.58 | 03-31-2024 |
LEGACY FINANCIAL ADVISORS INC | Stock | 2703 | $288,992 | 5,329 | 0.00 | 0.00 | 44 | 0.83 | 03-31-2024 |
ROVIN CAPITAL /UT/ /ADV | COM | 2704 | $289,000 | 5,324 | 0.12 | 5,324 | +Inf | 03-31-2024 |