Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEASURED WEALTH PRIVATE CLIENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MOSELEY INVESTMENT MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 735 | +Inf | 03-31-2024 | |
HTLF BANK | COM | 2103 | $200,148 | 731 | 0.00 | 731 | +Inf | 12-31-2023 | |
MONUMENT CAPITAL MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -0.41 | 12-31-2023 |