Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HERITAGE TRUST CO | COMMON STOCK | 951 | $344,284 | 21,887 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MODERN WEALTH MANAGEMENT LLC | COM UT LTD PTN | 952 | $348,541 | 21,866 | 0.00 | 21,866 | +Inf | 03-31-2024 | |
CHRISTOPHER J HASENBERG INC | Stock | 953 | $343,559 | 21,841 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM UT LTD PTN | 954 | $340,472 | 21,645 | 0.00 | 0.00 | -1,992 | -8.43 | 03-31-2024 |