Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | COMMON STOCK | 1201 | $1,046,214 | 9,462 | 0.00 | 1.10 | -212 | -2.19 | 09-30-2023 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 1202 | $2,158,000 | 9,434 | 0.48 | 0.80 | -5,730 | -37.79 | 09-30-2021 |
DONALD L HAGAN LLC | COM | 1203 | $1,669,673 | 9,422 | 0.00 | 0.00 | -410 | -4.17 | 03-31-2024 |
LAKE STREET PRIVATE WEALTH LLC | COM | 1204 | $1,664,356 | 9,392 | 0.00 | 0.00 | 399 | 4.44 | 03-31-2024 |