Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST PERSONAL FINANCIAL SERVICES | UNIT 99/99/9999 | 1951 | $5,562 | 300 | 0.00 | 300 | +Inf | 12-31-2023 | |
FIRST COMMUNITY TRUST NA | UNIT 99/99/9999 | 1952 | $5,562 | 300 | 0.00 | 300 | +Inf | 12-31-2023 | |
GEN-WEALTH PARTNERS INC | Stock | 1953 | $4,902 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
KOZAK & ASSOCIATES INC | Stock | 1954 | $4,470 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |