Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST BANK & TRUST CO | COMMON STOCKS | 951 | $1,496 | 44 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SITTNER & NELSON LLC | COM | 952 | $1,279 | 44 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ADVISORNET FINANCIAL INC | Stock | 953 | $1,453 | 43 | 0.00 | 0.00 | -7 | -14.00 | 03-31-2024 |
CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 954 | $2,000 | 38 | 0.00 | 38 | +Inf | 06-30-2022 |