Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | Stock | 1601 | $901,363 | 7,082 | 0.00 | 0.00 | -12 | -0.17 | 03-31-2024 |
LEJEUNE PUETZ INVESTMENT COUNSEL LLC | Equity | 1602 | $697,942 | 7,035 | 0.00 | 0.00 | -199 | -2.75 | 03-31-2023 |
PRUDENT MAN ADVISORS LLC | COM | 1603 | $893,760 | 7,022 | 0.00 | 0.00 | -586 | -7.70 | 03-31-2024 |
CAMPION ASSET MANAGEMENT | COM | 1604 | $893,251 | 7,018 | 0.00 | 0.00 | -424 | -5.70 | 03-31-2024 |