Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GIRARD PARTNERS LTD | Stock | 1301 | $3,464,021 | 11,682 | 0.00 | 0.00 | -498 | -4.09 | 12-31-2023 |
HIXON ZUERCHER LLC | COM | 1302 | $3,279,191 | 11,630 | 0.00 | 0.00 | 405 | 3.61 | 03-31-2024 |
PEOPLES BANK/KS | COMMON STOCKS | 1303 | $3,260,878 | 11,566 | 0.00 | 0.00 | -326 | -2.74 | 03-31-2024 |
STONEX GROUP INC | COM | 1304 | $3,261,000 | 11,565 | 0.36 | 11,565 | +Inf | 03-31-2024 |