Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFIED LLC | COM | 3201 | $394,145 | 7,897 | 0.00 | 0.00 | -860 | -9.82 | 03-31-2024 |
HORAN CAPITAL ADVISORS LLC | COM | 3202 | $394,013 | 7,894 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SC FINANCIAL SERVICES INC | COM | 3203 | $315,000 | 7,884 | 0.50 | 0.82 | -4,577 | -36.73 | 09-30-2022 |
ATLAS PRIVATE WEALTH ADVISORS | COM | 3204 | $397,760 | 7,874 | 0.00 | 0.00 | 1,325 | 20.23 | 12-31-2023 |