Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAIDLAW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINSCOMB WEALTH INC | COM | 1852 | $333,868 | 7,654 | 0.00 | 0.00 | -1,296 | -14.48 | 03-31-2024 |
ELLIS INVESTMENT PARTNERS LLC | COM | 1853 | $333,747 | 7,651 | 0.00 | 0.00 | 726 | 10.48 | 03-31-2024 |
HILLS BANK & TRUST CO | COM | 1854 | $333,519 | 7,646 | 0.00 | 0.00 | 343 | 4.70 | 03-31-2024 |