Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TBH GLOBAL ASSET MANAGEMENT LLC | COM | 1951 | $944,191 | 6,528 | 0.00 | 0.00 | 243 | 3.87 | 12-31-2023 |
VON BERGE WEALTH MANAGEMENT GROUP LLC | COM | 1952 | $1,099,741 | 6,496 | 0.00 | 0.00 | 9 | 0.14 | 03-31-2024 |
VOYA FINANCIAL ADVISORS INC | COM | 1953 | $946,340 | 6,488 | 0.00 | 0.00 | 319 | 5.17 | 12-31-2023 |
FIRST PREMIER BANK | COM | 1954 | $1,098,000 | 6,484 | 0.29 | 0.30 | -857 | -11.67 | 03-31-2024 |