Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORAN SECURITIES INC | Stock | 2801 | $273,342 | 1,332 | 0.00 | 0.00 | 103 | 8.38 | 03-31-2024 |
KERBERROSE WEALTH MANAGEMENT LLC | COM | 2802 | $231,000 | 1,330 | 0.19 | 1,330 | +Inf | 06-30-2022 | |
EAGLE WEALTH STRATEGIES LLC | COM | 2803 | $268,269 | 1,328 | 0.00 | 0.00 | 27 | 2.08 | 03-31-2024 |
CYPRESS CAPITAL MANAGEMENT LLC (WY) | COM | 2804 | $272,572 | 1,328 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |