Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST FAMILY INVESTMENTS INC | COM | 1201 | $344,221 | 1,737 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INDEPENDENCE BANK OF KENTUCKY | COM | 1202 | $342,834 | 1,730 | 0.00 | 0.00 | 355 | 25.82 | 03-31-2024 |
RENAISSANCE GROUP LLC | COM | 1203 | $266,066 | 1,717 | 0.00 | 0.00 | -308 | -15.21 | 12-31-2023 |
SUNBELT SECURITIES INC | Stock | 1204 | $340,060 | 1,716 | 0.00 | 0.00 | 384 | 28.83 | 03-31-2024 |