Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLS BANK & TRUST CO | COM | 2701 | $168,341 | 1,182 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PARTHENON LLC | COM | 2702 | $207,867 | 1,173 | 0.00 | 1,173 | +Inf | 03-31-2024 | |
ADDISON ADVISORS LLC | COM | 2703 | $166,918 | 1,172 | 0.00 | 0.00 | 172 | 17.20 | 12-31-2023 |
CONGRESS WEALTH MANAGEMENT LLC / DE / | COM | 2704 | $207,774 | 1,171 | 0.00 | 1,171 | +Inf | 03-31-2024 |