Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JEPPSON WEALTH MANAGEMENT LLC | Stock | 1001 | $205,659 | 1,385 | 0.00 | 1,385 | +Inf | 03-31-2024 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | 1002 | $207,150 | 1,381 | 0.00 | 0.00 | -159 | -10.32 | 03-31-2024 |
EP WEALTH ADVISORS LLC | COM | 1003 | $202,986 | 1,367 | 0.00 | 0.00 | 41 | 3.09 | 03-31-2024 |
OLD NATIONAL BANCORP /IN/ | COM | 1004 | $202,688 | 1,365 | 0.00 | 0.00 | -975 | -41.67 | 03-31-2024 |