Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAKOTA COMMUNITY BANK & TRUST NA | COM | 4751 | $182,264 | 1,568 | 0.00 | 0.00 | 74 | 4.95 | 03-31-2024 |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 4752 | $155,869 | 1,559 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FSC WEALTH ADVISORS LLC | COM | 4753 | $180,539 | 1,553 | 0.00 | 0.00 | 551 | 54.99 | 03-31-2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 4754 | $154,369 | 1,544 | 0.00 | 1,544 | +Inf | 12-31-2023 |