Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINCOLN CAPITAL LLC | COM | 2601 | $204,154 | 2,170 | 0.00 | 2,170 | +Inf | 12-31-2023 | |
FINANCIAL PLANNING & INFORMATION SERVICES INC | COM | 2602 | $210,978 | 2,161 | 0.00 | 0.00 | -15 | -0.69 | 06-30-2023 |
SIGNAL ADVISORS WEALTH LLC | COM | 2603 | $205,548 | 2,156 | 0.00 | 2,156 | +Inf | 12-31-2023 | |
COSTELLO ASSET MANAGEMENT INC | COM | 2604 | $197,349 | 2,154 | 0.00 | 0.00 | -225 | -9.46 | 03-31-2024 |