Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | Stock | 1101 | $1,735,000 | 94,226 | 0.17 | 94,226 | +Inf | 12-31-2022 | |
&PARTNERS | COM | 1102 | $1,651,572 | 93,839 | 0.00 | 0.00 | 58,357 | 164.47 | 03-31-2024 |
ENTERPRISE TRUST & INVESTMENT CO | COM | 1103 | $2,308,000 | 93,812 | 0.81 | 1.12 | -1,032 | -1.09 | 12-31-2021 |
GOOD LIFE ADVISORS LLC | COM | 1104 | $1,573,993 | 93,801 | 0.00 | 0.00 | -32 | -0.03 | 12-31-2023 |