Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWM LLC | COM | 551 | $1,583,000 | 43,742 | 0.01 | 0.01 | 8,956 | 25.75 | 03-31-2024 |
STRATEGIC WEALTH ADVISORS GROUP LLC | COM | 552 | $1,615,000 | 43,534 | 0.07 | 0.08 | -375 | -0.85 | 09-30-2022 |
PRINCIPAL FINANCIAL GROUP INC | COM | 553 | $1,572,214 | 43,461 | 0.00 | 0.00 | 26,185 | 151.57 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 554 | $1,563,250 | 43,399 | 0.00 | 0.02 | 21,076 | 94.41 | 12-31-2023 |