Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | 4001 | $470,921 | 2,977 | 0.00 | 0.00 | -600 | -16.77 | 03-31-2024 |
LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 4002 | $484,165 | 2,976 | 0.00 | 0.00 | -4,820 | -61.83 | 03-31-2024 |
NEWPORT CAPITAL GROUP LLC | COM | 4003 | $463,356 | 2,975 | 0.00 | 0.00 | -480 | -13.89 | 09-30-2023 |
MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH | COM | 4004 | $470,299 | 2,973 | 0.00 | 0.00 | -10,825 | -78.45 | 03-31-2024 |