Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HTLF BANK | COM | 801 | $5,341,324 | 55,633 | 0.00 | 55,633 | +Inf | 12-31-2023 | |
BIONDO INVESTMENT ADVISORS LLC | COM | 802 | $5,332,395 | 55,540 | 0.00 | 0.00 | 300 | 0.54 | 12-31-2023 |
AMERICAN MONEY MANAGEMENT LLC | COM | 803 | $5,059,138 | 55,430 | 0.00 | 0.00 | 113 | 0.20 | 09-30-2023 |
FDX ADVISORS INC | Common Stock | 804 | $5,057,000 | 55,411 | 0.42 | 0.36 | -11,584 | -17.29 | 09-30-2023 |