Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC WEALTH MANAGEMENT GROUP LLC | COM | 3251 | $295,000 | 2,544 | 0.11 | 0.15 | -818 | -24.33 | 06-30-2021 |
MONUMENT CAPITAL MANAGEMENT | COM | 3252 | $279,749 | 2,542 | 0.00 | 2,542 | +Inf | 12-31-2023 | |
PHILLIPS FINANCIAL MANAGEMENT LLC | COM | 3253 | $288,476 | 2,538 | 0.00 | 2,538 | +Inf | 03-31-2024 | |
MENDEL MONEY MANAGEMENT | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 250 | 10.94 | 12-31-2023 |