Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HORAN CAPITAL ADVISORS LLC | COM | 3251 | $319,990 | 5,230 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HOLISTIC PLANNING LLC | COM | 3252 | $319,482 | 5,222 | 0.00 | 0.00 | -165 | -3.06 | 03-31-2024 |
SILVANT CAPITAL MANAGEMENT LLC | COM | 3253 | $321,213 | 5,209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CULTIVAR CAPITAL INC | COM | 3254 | $318,626 | 5,208 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |