Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENWOOD GEARHART INC | Stock | Liquidated | $0 | 0 | 0.00 | 600 | +Inf | 03-31-2024 | |
COREFIRST BANK & TRUST | Com | 1452 | $86,940 | 600 | 0.00 | 0.00 | -86 | -12.54 | 03-31-2024 |
BERMAN CAPITAL ADVISORS LLC | Stock | 1453 | $85,000 | 599 | 0.01 | 0.01 | 234 | 64.11 | 09-30-2021 |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1454 | $84,477 | 583 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |