Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE BANCORP INC | COM | 1551 | $13,145 | 23 | 0.00 | 23 | +Inf | 03-31-2024 | |
GROVE BANK & TRUST | COM | 1552 | $12,573 | 22 | 0.00 | 0.00 | -11 | -33.33 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1554 | $11,276 | 21 | 0.00 | 0.00 | -13 | -38.24 | 03-31-2024 |