Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DEARBORN PARTNERS LLC | COM | 1051 | $369,129 | 3,609 | 0.00 | 0.00 | 250 | 7.44 | 03-31-2024 |
MONUMENT CAPITAL MANAGEMENT | SHS - A - | 1052 | $342,954 | 3,607 | 0.00 | 0.00 | -728 | -16.79 | 12-31-2023 |
IHT WEALTH MANAGEMENT LLC | SHS - A - | 1053 | $368,293 | 3,601 | 0.00 | 0.00 | -198 | -5.21 | 03-31-2024 |
ALAN B LANCZ & ASSOCIATES INC | SHS - A - | 1054 | $342,288 | 3,600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |