Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LVM CAPITAL MANAGEMENT LTD/MI | COM | 3101 | $287,000 | 1,630 | 0.03 | 0.05 | 10 | 0.62 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,629 | +Inf | 12-31-2023 | |
SENTINUS LLC | COM | 3103 | $286,362 | 1,629 | 0.00 | 0.00 | 412 | 33.85 | 03-31-2024 |
PROVIDENT WEALTH MANAGEMENT LLC | COM | 3104 | $285,483 | 1,624 | 0.00 | 0.00 | 23 | 1.44 | 03-31-2024 |