Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | COM | 1251 | $368,541 | 4,597 | 0.00 | 0.00 | 199 | 4.52 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 1252 | $368,359 | 4,595 | 0.00 | 4,595 | +Inf | 03-31-2024 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1253 | $368,359 | 4,594 | 0.00 | 0.13 | -887 | -16.18 | 03-31-2024 |
MOSAIC FAMILY WEALTH LLC | Stock | 1254 | $269,000 | 4,571 | 0.07 | 0.07 | 32 | 0.71 | 12-31-2021 |