Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RANGE FINANCIAL GROUP LLC | COM | 2001 | $444,000 | 9,807 | 0.33 | 9,807 | +Inf | 06-30-2021 | |
BEDEL FINANCIAL CONSULTING INC | COM | 2002 | $400,195 | 9,794 | 0.00 | 9,794 | +Inf | 09-30-2023 | |
KEYSTONE FINANCIAL GROUP | Common Stock | 2003 | $567,107 | 9,784 | 0.00 | 0.00 | 888 | 9.98 | 03-31-2024 |
IRON HORSE WEALTH MANAGEMENT LLC | COM | 2004 | $566,849 | 9,780 | 0.00 | 0.00 | -225 | -2.25 | 03-31-2024 |