Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPRISE BANK | Equities | 1051 | $413,971 | 2,874 | 0.00 | 2,874 | +Inf | 03-31-2024 | |
BROOKSTONE CAPITAL MANAGEMENT | COM | 1052 | $411,638 | 2,858 | 0.00 | 0.00 | -465 | -13.99 | 03-31-2024 |
VALEO FINANCIAL ADVISORS LLC | REIT | 1053 | $409,117 | 2,840 | 0.00 | 0.00 | 35 | 1.25 | 03-31-2024 |
FIRST FINANCIAL BANK - TRUST DIVISION | COMMON STOCK | 1054 | $409,074 | 2,840 | 0.00 | 0.00 | -24 | -0.84 | 03-31-2024 |