Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL BANK | COM | 1451 | $10,136 | 175 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GROVE BANK & TRUST | COM | 1452 | $9,962 | 172 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CAPITAL ADVISORS LTD LLC | COM | 1453 | $10,000 | 170 | 0.00 | 0.00 | 18 | 11.84 | 03-31-2024 |
PCA INVESTMENT ADVISORY SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 164 | +Inf | 03-31-2024 |