Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHAKESPEARE WEALTH MANAGEMENT LLC | COM | 1351 | $652,286 | 1,878 | 0.00 | 0.00 | -99 | -5.01 | 03-31-2024 |
THOMAS WHITE INTERNATIONAL LTD | COM | 1352 | $420,095 | 1,869 | 0.00 | 0.08 | 0 | 0.00 | 03-31-2023 |
FIRST MERCHANTS CORP | COMMON STOCK | 1353 | $647,403 | 1,864 | 0.00 | 1,864 | +Inf | 03-31-2024 | |
FORUM FINANCIAL MANAGEMENT LP | COM | 1354 | $647,424 | 1,864 | 0.00 | 0.00 | 197 | 11.82 | 03-31-2024 |