Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENTERPRISE TRUST & INVESTMENT CO | COM | 5951 | $984,000 | 295 | 0.34 | 0.42 | -3 | -1.01 | 12-31-2021 |
BT WEALTH MANAGEMENT LLC | COM | 5952 | $955,000 | 293 | 0.25 | 0.25 | 14 | 5.02 | 03-31-2022 |
STRID GROUP LLC | COM | 5953 | $51,408 | 285 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WELLS FINANCIAL ADVISORS INC | Stock | 5954 | $35,594 | 280 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |