Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 1051 | $4,890 | 103 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RICHARD W PAUL & ASSOCIATES LLC | COM | 1052 | $3,791 | 103 | 0.00 | 0.00 | -9,995 | -98.98 | 12-31-2023 |
INDEPENDENCE BANK OF KENTUCKY | COM | 1053 | $4,748 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 1054 | $4,748 | 100 | 0.00 | 0.00 | -100 | -50.00 | 03-31-2024 |