Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVER OAK SECURITIES INC | COM | 2351 | $1,549,189 | 2,115 | 0.00 | 0.00 | -1,533 | -42.02 | 03-31-2024 |
BELL BANK | COM | 2352 | $1,546,582 | 2,111 | 0.00 | 0.00 | 1,006 | 91.04 | 03-31-2024 |
ROCKLAND TRUST CO | COM | 2353 | $1,546,582 | 2,111 | 0.00 | 0.00 | -146 | -6.47 | 03-31-2024 |
WEALTH ADVISORS OF IOWA LLC | COM | 2354 | $1,543,539 | 2,107 | 0.00 | 0.00 | -9 | -0.43 | 03-31-2024 |