Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1ST SOURCE BANK | COM | 1401 | $449,414 | 960 | 0.00 | 0.00 | 15 | 1.59 | 12-31-2023 |
WEDMONT PRIVATE CAPITAL | COM | 1402 | $436,037 | 959 | 0.00 | 0.00 | -256 | -21.07 | 03-31-2024 |
PHILLIPS WEALTH PLANNERS LLC | COM | 1403 | $430,985 | 957 | 0.00 | 0.00 | 210 | 28.11 | 03-31-2024 |
RW INVESTMENT MANAGEMENT LLC | COM | 1404 | $457,599 | 956 | 0.00 | 956 | +Inf | 03-31-2024 |