Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KENNON-GREEN & COMPANY LLC | Stock | 2051 | $734,499 | 6,765 | 0.00 | 0.00 | 107 | 1.61 | 12-31-2023 |
TRUST POINT INC | COMMON STOCK | 2052 | $635,117 | 6,758 | 0.00 | 0.00 | -911 | -11.88 | 03-31-2024 |
LARSON FINANCIAL GROUP LLC | CL B | 2053 | $731,866 | 6,741 | 0.00 | 0.00 | -7,685 | -53.27 | 12-31-2023 |
ARKADIOS WEALTH ADVISORS | Stock | 2054 | $632,360 | 6,729 | 0.00 | 0.00 | -2,277 | -25.28 | 03-31-2024 |