Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUMATURE WEALTH PARTNERS LLC | COM | 1401 | $25,614 | 412 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TANGLEWOOD LEGACY ADVISORS LLC | Common Stock | 1402 | $22,038 | 410 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 1403 | $21,930 | 408 | 0.00 | 408 | +Inf | 03-31-2024 | |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | Liquidated | $0 | 0 | 0.00 | 406 | +Inf | 12-31-2023 |