Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHILLIPS FINANCIAL MANAGEMENT LLC | COM | 2601 | $3,112,512 | 15,539 | 0.00 | 0.00 | 238 | 1.56 | 03-31-2024 |
AFS FINANCIAL GROUP LLC | COM | 2602 | $2,641,948 | 15,532 | 0.00 | 0.00 | -18,109 | -53.83 | 12-31-2023 |
BOLTWOOD CAPITAL MANAGEMENT | COM | 2603 | $3,107,855 | 15,516 | 0.00 | 0.00 | -613 | -3.80 | 03-31-2024 |
BRADLEY MARK J | Common Stock | 2604 | $2,255,047 | 15,505 | 0.00 | 0.00 | -5,720 | -26.95 | 06-30-2023 |