Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN MONEY MANAGEMENT LLC | COM | 3201 | $2,010,968 | 4,141 | 0.00 | 0.00 | 3,287 | 384.89 | 03-31-2024 |
1ST SOURCE BANK | CL A | 3202 | $1,462,917 | 4,133 | 0.00 | 0.00 | -17 | -0.41 | 12-31-2023 |
JEPPSON WEALTH MANAGEMENT LLC | Stock | 3203 | $2,003,035 | 4,125 | 0.00 | 0.00 | -336 | -7.53 | 03-31-2024 |
PACES FERRY WEALTH ADVISORS LLC | CL A | 3204 | $2,002,586 | 4,124 | 0.00 | 0.00 | -402 | -8.88 | 03-31-2024 |