Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
W ADVISORS LLC | CAP STK CL C | 4251 | $321,726 | 2,113 | 0.00 | 0.00 | 10 | 0.48 | 03-31-2024 |
HEARTLAND BANK & TRUST CO | Com | 4252 | $296,940 | 2,107 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ASPEN WEALTH STRATEGIES LLC | CAP STK CL C | 4253 | $296,235 | 2,102 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PINNACLE ADVISORY GROUP INC | CAP STK CL C | 4254 | $4,348,000 | 2,102 | 0.20 | 2,102 | +Inf | 03-31-2021 |