Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASPIRIANT LLC | COM | 2651 | $275,711 | 15,664 | 0.00 | 0.00 | -923 | -5.56 | 03-31-2024 |
FORTITUDE ADVISORY GROUP LLC | COM | 2652 | $274,808 | 15,614 | 0.00 | 0.00 | -9,282 | -37.28 | 03-31-2024 |
BEDEL FINANCIAL CONSULTING INC | COM | 2653 | $261,110 | 15,561 | 0.00 | 0.00 | -548 | -3.40 | 12-31-2023 |
FIRST MERCHANTS CORP | COMMON STOCK | 2654 | $273,328 | 15,539 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |