Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COZAD ASSET MANAGEMENT INC | COM | 1101 | $324,776 | 2,486 | 0.00 | 0.00 | 47 | 1.93 | 12-31-2023 |
PROFESSIONAL PLANNING | COM | 1102 | $302,000 | 2,474 | 0.14 | 0.13 | 6 | 0.24 | 09-30-2021 |
SUMMIT GLOBAL INVESTMENTS | COM | 1103 | $344,000 | 2,462 | 0.03 | 0.13 | -12,806 | -83.87 | 03-31-2024 |
FIFTH THIRD WEALTH ADVISORS LLC | COM | 1104 | $319,856 | 2,448 | 0.00 | 0.00 | 213 | 9.53 | 12-31-2023 |