Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOTCO | Com | 3401 | $147,849 | 8,811 | 0.00 | 0.00 | -21,014 | -70.46 | 12-31-2023 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 3402 | $154,194 | 8,761 | 0.00 | 0.00 | 173 | 2.01 | 03-31-2024 |
NATIONAL WEALTH MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 8,704 | +Inf | 12-31-2023 | |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 3404 | $152,142 | 8,644 | 0.00 | 0.00 | -989 | -10.27 | 03-31-2024 |