Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNCKER STREETT & CO INC | CL A | 1451 | $403,444 | 1,599 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WEALTH ADVISORS OF IOWA LLC | CL A | 1452 | $402,119 | 1,594 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ADVISORY RESEARCH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 208 | 15.05 | 12-31-2023 |
PROSPERITY CONSULTING GROUP LLC | CL A | 1454 | $401,043 | 1,589 | 0.00 | 0.00 | 570 | 55.94 | 03-31-2024 |