Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULLINAN ASSOCIATES INC | COM | 801 | $260,418 | 4,357 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRINKER CAPITAL INVESTMENTS LLC | COM | 802 | $363,556 | 4,336 | 0.00 | 0.01 | -228 | -5.00 | 12-31-2022 |
MORTON COMMUNITY BANK | Common Stock | Liquidated | $0 | 0 | 0.00 | 4,323 | +Inf | 03-31-2024 | |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 804 | $352,000 | 4,307 | 0.08 | 0.08 | 0 | 0.00 | 09-30-2021 |