Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | COM | 951 | $132,964 | 897 | 0.00 | 0.00 | -15 | -1.64 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 952 | $91,937 | 844 | 0.00 | 844 | +Inf | 06-30-2023 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 953 | $124,217 | 838 | 0.00 | 0.00 | 317 | 60.84 | 03-31-2024 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 954 | $94,000 | 796 | 0.04 | 0.05 | -85 | -9.65 | 12-31-2023 |