Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOLTWOOD CAPITAL MANAGEMENT | COM | 1401 | $1,441,685 | 14,215 | 0.00 | 0.00 | -325 | -2.24 | 03-31-2024 |
AXXCESS WEALTH MANAGEMENT LLC | COM | 1402 | $1,441,258 | 14,211 | 0.00 | 0.00 | -15 | -0.11 | 03-31-2024 |
CHESAPEAKE WEALTH MANAGEMENT | COM | 1403 | $1,437,628 | 14,175 | 0.00 | 0.00 | -682 | -4.59 | 03-31-2024 |
GLENVIEW STATE BANK TRUST DEPT | COMMON STOCK | 1404 | $951,000 | 14,105 | 0.29 | 0.30 | 0 | 0.00 | 06-30-2021 |