Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARMSTRONG ADVISORY GROUP INC | COM | 1501 | $187,530 | 604 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GREENWOOD GEARHART INC | Stock | Liquidated | $0 | 0 | 0.00 | 600 | +Inf | 03-31-2024 | |
FIRST PERSONAL FINANCIAL SERVICES | COM | 1503 | $186,288 | 600 | 0.00 | 0.00 | -100 | -14.29 | 12-31-2023 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 1504 | $175,000 | 599 | 0.07 | 0.08 | 0 | 0.00 | 03-31-2024 |