Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LIFEPLAN FINANCIAL LLC | COM | 2001 | $218,530 | 279 | 0.00 | 279 | +Inf | 12-31-2023 | |
MORNINGSTAR INVESTMENT MANAGEMENT LLC | COM | 2002 | $270,000 | 278 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
EMPRISE BANK | Equities | 2003 | $268,153 | 276 | 0.00 | 276 | +Inf | 03-31-2024 | |
REGENT PEAK WEALTH ADVISORS LLC | COM | 2004 | $268,153 | 276 | 0.00 | 0.00 | -3 | -1.08 | 03-31-2024 |