Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 651 | $3,728 | 82 | 0.00 | 0.00 | 34 | 70.83 | 03-31-2024 |
STEWARD FINANCIAL GROUP LLC | COM | 652 | $2,000 | 79 | 0.00 | 0.00 | 34 | 75.56 | 03-31-2023 |
MISSOURI TRUST & INVESTMENT CO | COM | 653 | $3,500 | 77 | 0.00 | 77 | +Inf | 03-31-2024 | |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 654 | $3,410 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |