Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AARON WEALTH ADVISORS LLC | COM | 1301 | $284,430 | 414 | 0.00 | 414 | +Inf | 03-31-2024 | |
SA MASON LLC | COM | 1302 | $283,056 | 412 | 0.00 | 0.00 | -3 | -0.72 | 03-31-2024 |
1ST SOURCE BANK | COM | 1303 | $248,296 | 412 | 0.00 | 0.00 | -48 | -10.43 | 12-31-2023 |
PROSPERA FINANCIAL SERVICES INC | COM | 1304 | $247,693 | 411 | 0.00 | 411 | +Inf | 12-31-2023 |