Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST OAK CAPITAL LLC | COM | 1401 | $140,992 | 870 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BERGER FINANCIAL GROUP INC | COM | 1402 | $249,673 | 861 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RENASANT BANK | Common Stock | 1403 | $249,383 | 860 | 0.00 | 860 | +Inf | 03-31-2024 | |
D SCOTT NEAL INC | COM | 1404 | $248,223 | 856 | 0.00 | 0.00 | -689 | -44.60 | 03-31-2024 |