Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PAULSON WEALTH MANAGEMENT INC | COM | 2601 | $454,571 | 2,685 | 0.00 | 0.00 | -156 | -5.49 | 03-31-2024 |
HTLF BANK | COM | 2602 | $387,753 | 2,681 | 0.00 | 2,681 | +Inf | 12-31-2023 | |
GOOD LIFE ADVISORS LLC | COM | 2603 | $387,511 | 2,679 | 0.00 | 0.00 | -311 | -10.40 | 12-31-2023 |
SMITH SHELLNUT WILSON LLC /ADV | COM | 2604 | $453,047 | 2,676 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |