Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAIRFIELD BUSH & CO | Stock | Liquidated | $0 | 0 | 0.00 | 392 | +Inf | 03-31-2024 | |
FARTHER FINANCE ADVISORS LLC | Stock | 852 | $15,033 | 351 | 0.00 | 351 | +Inf | 06-30-2023 | |
RIVERVIEW TRUST CO | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HC FINANCIAL ADVISORS INC | COM | 854 | $12,000 | 337 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |