Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIP WEALTH LLC | COM | 3451 | $238,459 | 2,098 | 0.00 | 2,098 | +Inf | 03-31-2024 | |
WINDSOR ADVISORY GROUP LLC | COM | 3452 | $230,707 | 2,096 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GODSEY & GIBB INC | COM | 3453 | $237,696 | 2,091 | 0.00 | 0.00 | 150 | 7.73 | 03-31-2024 |
SATHER FINANCIAL GROUP INC | COM | 3454 | $237,208 | 2,087 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |