Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 2851 | $122,000 | 1,217 | 0.03 | 0.03 | 22 | 1.84 | 03-31-2022 |
SECURITY NATIONAL BANK | COM | 2852 | $154,263 | 1,212 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SRS CAPITAL ADVISORS INC | COM | 2853 | $153,762 | 1,208 | 0.00 | 0.00 | 146 | 13.75 | 03-31-2024 |
JNBA FINANCIAL ADVISORS | COM | 2854 | $139,927 | 1,168 | 0.00 | 0.01 | 223 | 23.60 | 09-30-2023 |