Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUBUQUE BANK & TRUST CO | CAP STK CL A | 1301 | $12,882,120 | 98,442 | 0.00 | 0.00 | -888 | -0.89 | 09-30-2023 |
HCR WEALTH ADVISORS | Common Stock | 1302 | $13,725,939 | 98,260 | 0.00 | 98,260 | +Inf | 12-31-2023 | |
KOVACK ADVISORS INC | CAP STK CL A | 1303 | $14,826,107 | 98,232 | 0.00 | 0.00 | 4,089 | 4.34 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | CAP STK CL A | 1304 | $14,790,839 | 97,998 | 0.00 | 0.00 | -2,922 | -2.90 | 03-31-2024 |