Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEVEN MILE ADVISORY | Stock | 2851 | $872,887 | 1,658 | 0.00 | 0.00 | 171 | 11.50 | 12-31-2023 |
JUPITER WEALTH MANAGEMENT LLC | COM | 2852 | $870,781 | 1,654 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
1ST SOURCE BANK | COM | 2853 | $869,202 | 1,651 | 0.00 | 0.00 | 54 | 3.38 | 12-31-2023 |
COPPERLEAF CAPITAL LLC | COM | 2854 | $792,951 | 1,650 | 0.00 | 0.00 | -553 | -25.10 | 06-30-2023 |