Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWS FINANCIAL ADVISORS LLC | COM | 1801 | $258,198 | 1,043 | 0.00 | 0.00 | -667 | -39.01 | 03-31-2024 |
LEONARD RICKEY INVESTMENT ADVISORS PLLC | COM | Liquidated | $257,857 | 1,042 | 0.00 | 0.00 | 1,042 | +Inf | 03-31-2024 |
HORAN CAPITAL ADVISORS LLC | COM | 1803 | $257,348 | 1,040 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 1804 | $275,000 | 1,033 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |