Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPERLEAF CAPITAL LLC | CL B NEW | 5151 | $206,503 | 491 | 0.00 | 491 | +Inf | 03-31-2024 | |
BOND & DEVICK FINANCIAL NETWORK INC | CL B NEW | 5152 | $205,634 | 489 | 0.00 | 0.00 | -277 | -36.16 | 03-31-2024 |
SS&H FINANCIAL ADVISORS INC | CL B NEW | 5153 | $205,000 | 488 | 0.09 | 488 | +Inf | 03-31-2024 | |
O'CONNOR FINANCIAL GROUP LLC | Stock | 5154 | $204,373 | 486 | 0.00 | 486 | +Inf | 03-31-2024 |