Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CROSS STAFF INVESTMENTS INC | COM | 2851 | $1,026,278 | 10,265 | 0.00 | 0.00 | -118 | -1.14 | 12-31-2023 |
MORGANROSEL WEALTH MANAGEMENT LLC | COM | 2852 | $1,098,347 | 10,241 | 0.00 | 0.00 | -2,411 | -19.06 | 06-30-2023 |
NADLER FINANCIAL GROUP INC | COM | 2853 | $1,190,396 | 10,241 | 0.00 | 0.00 | 44 | 0.43 | 03-31-2024 |
HEARTLAND BANK & TRUST CO | Com | 2854 | $1,023,395 | 10,236 | 0.00 | 0.00 | -8,211 | -44.51 | 12-31-2023 |