Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWEDGE WEALTH LLC | COM | 1401 | $2,175,721 | 18,926 | 0.00 | 0.00 | 1,118 | 6.28 | 03-31-2024 |
TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | COM | 1402 | $2,377,169 | 18,925 | 0.00 | 0.00 | 2,847 | 17.71 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1403 | $1,150,000 | 18,831 | 0.08 | 18,831 | +Inf | 09-30-2022 | |
GENEOS WEALTH MANAGEMENT INC | COM | 1404 | $2,365,012 | 18,828 | 0.00 | 0.00 | 1,092 | 6.16 | 03-31-2024 |