Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHMIDT P J INVESTMENT MANAGEMENT INC | COM | 2151 | $453,850 | 1,816 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BILTMORE FAMILY OFFICE LLC | COM | 2152 | $452,967 | 1,811 | 0.00 | 0.00 | 635 | 54.00 | 06-30-2024 |
1776 WEALTH LLC | Common | Liquidated | $0 | 0 | 0.00 | 1,806 | +Inf | 06-30-2024 | |
PEOPLES BANK/KS | COMMON STOCKS | 2154 | $450,978 | 1,805 | 0.00 | 0.00 | -100 | -5.25 | 06-30-2024 |