Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ST LOUIS TRUST CO | COM NEW | 1951 | $323,434 | 3,333 | 0.00 | 0.08 | 0 | 0.00 | 12-31-2023 |
WEST MICHIGAN ADVISORS LLC | Com | 1952 | $322,141 | 3,331 | 0.00 | 3,331 | +Inf | 03-31-2024 | |
LEVEL FOUR FINANCIAL LLC | COM NEW | 1953 | $325,000 | 3,329 | 0.14 | 0.13 | 137 | 4.29 | 09-30-2021 |
BRIDGEWORTH LLC | COM NEW | 1954 | $309,000 | 3,322 | 0.07 | 0.09 | 34 | 1.03 | 09-30-2022 |