Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14 | 0.09 | 12-31-2023 |
DUBUQUE BANK & TRUST CO | COM | 202 | $89,619 | 14,525 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PERIGON WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 25 | 0.18 | 12-31-2023 |