Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST NATIONAL BANK OF MOUNT DORA TRUST INVESTMENT SERVICES | COM | 551 | $8,186,458 | 19,931 | 0.00 | 0.00 | -609 | -2.96 | 03-31-2024 |
SIMMONS BANK | COMMON STOCK | 552 | $7,855,436 | 19,645 | 0.00 | 0.00 | 42 | 0.21 | 12-31-2023 |
INTERVAL PARTNERS LP | COM | 553 | $7,855,446 | 19,645 | 0.00 | 19,645 | +Inf | 12-31-2023 | |
MASTRAPASQUA ASSET MANAGEMENT INC | COM | 554 | $7,385,723 | 19,571 | 0.00 | 0.00 | 51 | 0.26 | 09-30-2023 |