Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST BANCORPORATION INC | COM | 3001 | $200,001 | 11,919 | 0.00 | 0.00 | -2,802 | -19.03 | 12-31-2023 |
MUIRFIELD WEALTH ADVISORS LLC | COM | 3002 | $209,679 | 11,914 | 0.00 | 0.00 | 37 | 0.31 | 03-31-2024 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 3003 | $209,351 | 11,895 | 0.00 | 0.00 | 445 | 3.89 | 03-31-2024 |
ODER INVESTMENT MANAGEMENT LLC | COM | 3004 | $199,594 | 11,895 | 0.00 | 0.00 | -2,613 | -18.01 | 12-31-2023 |