Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KAIZEN FINANCIAL STRATEGIES | COM | 1201 | $3,691,667 | 14,857 | 0.00 | 0.00 | -1,009 | -6.36 | 12-31-2023 |
HCR WEALTH ADVISORS | Common Stock | 1202 | $2,608,084 | 14,836 | 0.00 | 0.00 | -899 | -5.71 | 03-31-2024 |
OLD NATIONAL BANCORP /IN/ | COM | 1203 | $2,606,965 | 14,830 | 0.00 | 0.00 | 853 | 6.10 | 03-31-2024 |
OXINAS PARTNERS WEALTH MANAGEMENT LLC | COM | 1204 | $2,605,678 | 14,823 | 0.00 | 0.00 | 1,649 | 12.52 | 03-31-2024 |