Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SRS CAPITAL ADVISORS INC | COM | 1201 | $23,864 | 833 | 0.00 | 0.00 | 201 | 31.80 | 12-31-2023 |
GOALVEST ADVISORY LLC | Stock | 1202 | $24,512 | 827 | 0.00 | 0.00 | -22,552 | -96.46 | 03-31-2024 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 1203 | $28,000 | 812 | 0.01 | 0.01 | -268 | -24.81 | 06-30-2022 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 1204 | $23,712 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |