Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED BANK | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -101 | -10.65 | 03-31-2024 |
VAUGHAN DAVID INVESTMENTS LLC/IL | tsla | 3952 | $210,000 | 846 | 0.01 | 0.01 | -203 | -19.35 | 12-31-2023 |
BANTA ASSET MANAGEMENT LP | COM | 3953 | $209,966 | 845 | 0.00 | 845 | +Inf | 12-31-2023 | |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 3954 | $904,000 | 839 | 0.26 | 0.60 | -892 | -51.53 | 03-31-2022 |