Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 2401 | $19,645 | 75 | 0.00 | 75 | +Inf | 12-31-2023 | |
KEENER FINANCIAL PLANNING LLC | COM | 2402 | $21,000 | 75 | 0.01 | 75 | +Inf | 03-31-2024 | |
LEGEND FINANCIAL ADVISORS INC | COM | 2403 | $20,125 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CITY STATE BANK | COM | 2404 | $20,000 | 73 | 0.01 | 0.00 | 59 | 421.43 | 03-31-2024 |