Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARBER FINANCIAL GROUP INC | COM | 2751 | $241,533 | 1,137 | 0.00 | 0.00 | -17 | -1.47 | 03-31-2023 |
LVM CAPITAL MANAGEMENT LTD/MI | COM | 2752 | $219,000 | 1,133 | 0.03 | 0.04 | -115 | -9.21 | 03-31-2024 |
MORNINGSTAR INVESTMENT SERVICES LLC | COM | 2753 | $216,000 | 1,132 | 0.00 | 1,132 | +Inf | 09-30-2023 | |
AMPLIUS WEALTH ADVISORS LLC | COM | 2754 | $294,201 | 1,129 | 0.00 | 0.00 | -34 | -2.92 | 12-31-2023 |