Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETIX & BOTTE CO | COM | 5051 | $407,200 | 2,680 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | COM | 5052 | $407,000 | 2,677 | 0.16 | 0.33 | -3,429 | -56.16 | 12-31-2023 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | COMMON STOCK | 5053 | $340,046 | 2,675 | 0.00 | 0.21 | -583 | -17.89 | 09-30-2023 |
GITTERMAN WEALTH MANAGEMENT LLC | COM | 5054 | $404,464 | 2,662 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |