Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEDEL FINANCIAL CONSULTING INC | COM | 1701 | $1,624,674 | 32,332 | 0.00 | 0.00 | -1,380 | -4.09 | 12-31-2023 |
SOUTHEAST ASSET ADVISORS INC | COM | 1702 | $1,149,241 | 32,327 | 0.00 | 0.00 | 3,026 | 10.33 | 09-30-2023 |
ADVISOR RESOURCE COUNCIL | COM | 1703 | $1,624,382 | 32,326 | 0.00 | 0.00 | 27,566 | 579.12 | 03-31-2024 |
WERLINICH ASSET MANAGEMENT LLC | COM | 1704 | $1,413,990 | 32,305 | 0.00 | 32,305 | +Inf | 03-31-2024 |