Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -206 | -39.92 | 03-31-2024 |
INDEPENDENCE BANK OF KENTUCKY | COM | 1252 | $51,817 | 310 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOMPKINS FINANCIAL CORP | COM | 1253 | $51,483 | 308 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BOGART WEALTH LLC | Stock | 1254 | $50,312 | 301 | 0.00 | 0.00 | 203 | 207.14 | 03-31-2024 |