Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 2451 | $382,890 | 6,597 | 0.00 | 0.07 | 217 | 3.40 | 09-30-2023 |
FINANCIAL PARTNERS GROUP LLC | COM | 2452 | $338,441 | 6,596 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ELMWOOD WEALTH MANAGEMENT INC | COM | 2453 | $337,979 | 6,587 | 0.00 | 0.00 | -6,258 | -48.72 | 12-31-2023 |
CENTRAL BANK & TRUST CO | COMMON STOCK | 2454 | $356,327 | 6,572 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |