Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL WEALTH ADVISORS LLC | COM | 3401 | $852,960 | 5,392 | 0.00 | 0.00 | 1,122 | 26.28 | 03-31-2024 |
EMFO LLC | COM | 3402 | $850,588 | 5,377 | 0.00 | 0.00 | -5,469 | -50.42 | 03-31-2024 |
MOLLER WEALTH PARTNERS | COM | 3403 | $850,588 | 5,377 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST INTERSTATE BANK | COM | 3404 | $884,000 | 5,377 | 0.11 | 5,377 | +Inf | 03-31-2021 |