Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CREATIVE PLANNING | COM | 151 | $41,858 | 10,844 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
OLD NATIONAL BANCORP /IN/ | COM | 152 | $41,905 | 10,745 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HYPERION PARTNERS LLC | COM | 153 | $41,472 | 10,634 | 0.00 | 10,634 | +Inf | 03-31-2024 | |
B RILEY WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 0.19 | 12-31-2023 |