Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COREFIRST BANK & TRUST | Com | 2001 | $518,631 | 1,297 | 0.00 | 0.00 | -38 | -2.85 | 12-31-2023 |
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 2002 | $531,492 | 1,294 | 0.00 | 0.00 | -851 | -39.67 | 03-31-2024 |
RKL WEALTH MANAGEMENT LLC | COM | 2003 | $531,558 | 1,294 | 0.00 | 0.00 | 93 | 7.74 | 03-31-2024 |
SAXON INTERESTS INC | COM | 2004 | $530,676 | 1,292 | 0.00 | 0.00 | -41 | -3.08 | 03-31-2024 |