Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SHAKESPEARE WEALTH MANAGEMENT LLC | COM | 801 | $286,493 | 18,121 | 0.00 | 0.00 | -1,270 | -6.55 | 03-31-2024 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 802 | $197,091 | 17,788 | 0.00 | 0.00 | 1,721 | 10.71 | 09-30-2023 |
V-SQUARE QUANTITATIVE MANAGEMENT LLC | A | 803 | $281,007 | 17,774 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARK NATIONAL CORP /OH/ | Com | 804 | $280,438 | 17,738 | 0.00 | 0.00 | -567 | -3.10 | 03-31-2024 |