Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPRISE BANK | Equities | 1051 | $449,401 | 1,025 | 0.00 | 1,025 | +Inf | 03-31-2024 | |
STERLING WEALTH MANAGEMENT INC | COM | 1052 | $447,209 | 1,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FOUNDERS CAPITAL MANAGEMENT LLC | COM | 1053 | $446,770 | 1,019 | 0.00 | 0.00 | 19 | 1.90 | 03-31-2024 |
CAMBRIDGE TRUST CO | COM | 1054 | $384,388 | 1,012 | 0.00 | 0.00 | -403 | -28.48 | 12-31-2023 |