Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST NATIONAL BANK SIOUX FALLS | Common Stock | 1951 | $1,237,633 | 32,638 | 0.00 | 0.00 | -45 | -0.14 | 03-31-2024 |
BRASADA CAPITAL MANAGEMENT LP | COM | 1952 | $1,094,275 | 32,500 | 0.00 | 32,500 | +Inf | 12-31-2023 | |
IPG INVESTMENT ADVISORS LLC | COM | 1953 | $1,093,366 | 32,473 | 0.00 | 0.00 | -2,238 | -6.45 | 12-31-2023 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1954 | $1,231,084 | 32,465 | 0.00 | 0.00 | -428 | -1.30 | 03-31-2024 |