Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSAIC FAMILY WEALTH LLC | Stock | 1501 | $482,000 | 7,031 | 0.13 | 0.13 | -652 | -8.49 | 12-31-2021 |
ISLAY CAPITAL MANAGEMENT LLC | COM | 1502 | $503,516 | 7,019 | 0.00 | 0.00 | 353 | 5.30 | 03-31-2024 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 1503 | $502,474 | 7,004 | 0.00 | 0.00 | -360 | -4.89 | 03-31-2024 |
AUTUMN GLORY PARTNERS LLC | COM | 1504 | $501,821 | 6,995 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |