Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST BANK & TRUST | Equities | 1951 | $473,243 | 1,133 | 0.00 | 0.00 | 43 | 3.94 | 03-31-2024 |
TOWER WEALTH PARTNERS INC | COM | 1952 | $473,243 | 1,133 | 0.00 | 0.00 | 35 | 3.19 | 03-31-2024 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | COM | 1953 | $437,037 | 1,133 | 0.00 | 0.00 | 8 | 0.71 | 12-31-2023 |
LINDBROOK CAPITAL LLC | Stock | 1954 | $471,990 | 1,130 | 0.00 | 0.00 | 478 | 73.31 | 03-31-2024 |