Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 651 | $621 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REILLY FINANCIAL ADVISORS LLC | COM | 653 | $5,000 | 75 | 0.00 | 75 | +Inf | 12-31-2021 | |
DYNAMIC WEALTH STRATEGIES LLC | COM | 654 | $1,000 | 73 | 0.00 | 73 | +Inf | 03-31-2024 |