Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILKINS INVESTMENT COUNSEL INC | Stock | 1501 | $1,024,796 | 2,495 | 0.00 | 2,495 | +Inf | 03-31-2024 | |
PURUS WEALTH MANAGEMENT LLC | COM | 1502 | $997,097 | 2,494 | 0.00 | 0.00 | 31 | 1.26 | 12-31-2023 |
COUNTRY CLUB TRUST COMPANY NA | COM | 1503 | $853,000 | 2,494 | 0.07 | 0.08 | 0 | 0.00 | 12-31-2021 |
SPRENG CAPITAL MANAGEMENT INC | COM | 1504 | $1,023,579 | 2,492 | 0.00 | 0.00 | -103 | -3.97 | 03-31-2024 |