Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHMIDT P J INVESTMENT MANAGEMENT INC | COM | 1851 | $419,200 | 3,696 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MIDWESTONE FINANCIAL GROUP INC | COM | 1852 | $345,000 | 3,666 | 0.08 | 0.08 | 0 | 0.00 | 09-30-2021 |
CYNDEO WEALTH PARTNERS LLC | COM | 1853 | $356,033 | 3,658 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STEWARDSHIP FINANCIAL ADVISORS LLC | COM | 1854 | $330,000 | 3,656 | 0.11 | 3,656 | +Inf | 03-31-2021 |