Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGEWORTH TRUST CO OF SOUTH DAKOTA | COM | 3751 | $529,589 | 4,556 | 0.00 | 0.00 | 1,302 | 40.01 | 03-31-2024 |
GOEPPER BURKHARDT LLC | COM | 3752 | $463,216 | 4,552 | 0.00 | 0.00 | 377 | 9.03 | 12-31-2023 |
SBB RESEARCH GROUP LLC | COM | 3753 | $535,074 | 4,551 | 0.00 | 0.00 | -2,802 | -38.11 | 09-30-2023 |
RESOURCE CONSULTING GROUP INC | COM | 3754 | $454,609 | 4,547 | 0.00 | 0.00 | -54 | -1.17 | 12-31-2023 |