Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHILDRESS CAPITAL ADVISORS LLC | CL A | 2001 | $242,478 | 1,433 | 0.00 | 0.00 | -10 | -0.69 | 03-31-2024 |
NEW HAMPSHIRE TRUST | Equities | 2002 | $242,140 | 1,431 | 0.00 | 0.00 | -30 | -2.05 | 03-31-2024 |
NICOLET BANKSHARES INC | COMMON STOCK | 2003 | $241,801 | 1,429 | 0.00 | 0.00 | 17 | 1.20 | 03-31-2024 |
AARON WEALTH ADVISORS LLC | CL A | 2004 | $241,801 | 1,429 | 0.00 | 0.00 | 217 | 17.90 | 03-31-2024 |