Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENCE BANK OF KENTUCKY | COM | 1051 | $3,177,733 | 49,722 | 0.00 | 0.00 | 3,707 | 8.06 | 03-31-2024 |
SUMMIT FINANCIAL LLC | Common Stock | 1052 | $3,177,158 | 49,713 | 0.00 | 0.00 | 819 | 1.68 | 03-31-2024 |
LEDYARD NATIONAL BANK | Com | 1053 | $2,993,814 | 49,289 | 0.00 | 0.00 | 4,736 | 10.63 | 12-31-2023 |
SENECA HOUSE ADVISORS | COM | 1054 | $2,417,124 | 49,009 | 0.00 | 0.00 | 4,140 | 9.23 | 09-30-2023 |