Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FRANKLIN RESOURCES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -0.06 | 12-31-2023 |
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -44 | -2.77 | 12-31-2023 |
OLD NATIONAL BANCORP /IN/ | COM | 553 | $261,887 | 1,529 | 0.00 | 0.00 | -515 | -25.20 | 03-31-2024 |
INSTITUTE FOR WEALTH MANAGEMENT LLC | COM | 554 | $258,633 | 1,510 | 0.00 | 1,510 | +Inf | 03-31-2024 |