Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | 1651 | $22,507 | 86 | 0.00 | 0.00 | -499 | -85.30 | 03-31-2024 |
ATWOOD & PALMER INC | COM | 1652 | $22,508 | 86 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 42 | 100.00 | 12-31-2023 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 1654 | $20,676 | 79 | 0.00 | 0.00 | 3 | 3.95 | 03-31-2024 |