Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIENT ADVISORS LLC | CAP STK CL C | 3201 | $926,474 | 6,574 | 0.00 | 0.00 | -3,498 | -34.73 | 12-31-2023 |
SECURITY NATIONAL BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CORE WEALTH PARTNERS LLC | CAP STK CL C | 3203 | $864,936 | 6,560 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
RETIREMENT INCOME SOLUTIONS INC | CAP STK CL C | 3204 | $924,501 | 6,560 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |