Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | 1551 | $82,288 | 2,497 | 0.00 | 0.00 | 620 | 33.03 | 03-31-2024 |
LEE FINANCIAL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 22 | 0.91 | 03-31-2024 |
ALTA ADVISERS LTD | COM | 1553 | $79,104 | 2,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DUNCKER STREETT & CO INC | COM | 1554 | $77,060 | 2,338 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |