Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARION WEALTH MANAGEMENT | COM | 2251 | $1,766,341 | 2,411 | 0.00 | 0.00 | 21 | 0.88 | 03-31-2024 |
WEALTHSTONE INC | Equities | 2252 | $849,000 | 2,409 | 0.30 | 2,409 | +Inf | 03-31-2021 | |
BAKER BOYER NATIONAL BANK | COMMON STOCK | 2253 | $1,762,696 | 2,406 | 0.00 | 0.00 | 93 | 4.02 | 03-31-2024 |
GENERAL PARTNER INC | CL | 2254 | $1,759,044 | 2,401 | 0.00 | 0.00 | 336 | 16.27 | 03-31-2024 |