Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEDEL FINANCIAL CONSULTING INC | COM | Liquidated | $228,911 | 2,014 | 0.00 | 0.00 | 27 | 1.36 | 03-31-2024 |
CASTLE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -128 | -5.99 | 12-31-2023 |
HYA ADVISORS INC | Stock | 3503 | $218,000 | 2,005 | 0.09 | 0.08 | 6 | 0.30 | 06-30-2022 |
PRAIRIE WEALTH ADVISORS INC | COM | 3504 | $227,775 | 2,004 | 0.00 | 2,004 | +Inf | 03-31-2024 |