Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSPIRE ADVISORS LLC | COM | 1901 | $715,772 | 2,746 | 0.00 | 0.00 | 308 | 12.63 | 12-31-2023 |
PDS PLANNING INC | COM | 1902 | $529,758 | 2,745 | 0.00 | 0.00 | -17 | -0.62 | 03-31-2024 |
H L ORMOND & COMPANY LLC | Equity | 1903 | $375,000 | 2,741 | 0.61 | 2,741 | +Inf | 06-30-2022 | |
NORTHWEST BANK & TRUST CO | INDUSTRIALS | 1904 | $712,563 | 2,734 | 0.00 | 0.00 | -12 | -0.44 | 12-31-2023 |