Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CALLAN CAPITAL LLC | COM | 1001 | $236,325 | 6,852 | 0.00 | 6,852 | +Inf | 12-31-2023 | |
THOMAS STORY & SON LLC | cs | 1002 | $255,000 | 6,850 | 0.11 | 6,850 | +Inf | 03-31-2024 | |
GHP INVESTMENT ADVISORS INC | COM | 1003 | $180,587 | 6,779 | 0.00 | 0.02 | -1,277 | -15.85 | 03-31-2023 |
NATIONAL WEALTH MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |