Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CAPITAL ADVISORS GROUP LLC | COM | 1101 | $31,077 | 1,350 | 0.00 | 1,350 | +Inf | 06-30-2023 | |
BIVIN & ASSOCIATES INC | COM | 1102 | $29,000 | 1,300 | 0.03 | 0.03 | 0 | 0.00 | 06-30-2022 |
CENTRAL TRUST CO | COM | 1103 | $36,757 | 1,297 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 1104 | $34,000 | 1,284 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2023 |