Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGANKDV WEALTH MANAGEMENT LLC | COM | 2451 | $3,498 | 30 | 0.00 | 0.00 | -642 | -95.54 | 06-30-2023 |
GREENWOOD GEARHART INC | Stock | Liquidated | $0 | 0 | 0.00 | 29 | +Inf | 03-31-2024 | |
STRATEGIC INVESTMENT SOLUTIONS INC /IL | COMMON STOCK | 2453 | $4,020 | 27 | 0.00 | 0.00 | -1,674 | -98.41 | 12-31-2023 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 2454 | $4,836 | 24 | 0.00 | 24 | +Inf | 03-31-2024 |