Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL PLANNING & INFORMATION SERVICES INC | COM | 151 | $213,509 | 3,144 | 0.00 | 3,144 | +Inf | 06-30-2023 | |
KLCM ADVISORS INC | COM | 152 | $215,481 | 3,088 | 0.00 | 3,088 | +Inf | 09-30-2023 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 153 | $260,722 | 3,032 | 0.00 | 0.00 | 32 | 1.07 | 03-31-2024 |
FOUNDATIONS INVESTMENT ADVISORS LLC | COM | 154 | $235,350 | 3,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |