Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ENCOMPASS MORE ASSET MANAGEMENT | COM | 2701 | $410,842 | 1,445 | 0.00 | 0.00 | 526 | 57.24 | 03-31-2024 |
PROVENCE WEALTH MANAGEMENT GROUP | COM | 2702 | $416,189 | 1,445 | 0.00 | 0.00 | 154 | 11.93 | 12-31-2023 |
BUILDER INVESTMENT GROUP INC /ADV | COM | 2703 | $409,421 | 1,440 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HEARTLAND BANK & TRUST CO | Com | 2704 | $408,568 | 1,437 | 0.00 | 0.00 | 388 | 36.99 | 03-31-2024 |