Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 1551 | $44,557 | 975 | 0.00 | 975 | +Inf | 12-31-2023 | |
HOBBS GROUP ADVISORS LLC | COM | 1552 | $44,392 | 971 | 0.00 | 971 | +Inf | 12-31-2023 | |
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 1553 | $47,889 | 970 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
RIVERVIEW TRUST CO | Com | Liquidated | $53,188 | 931 | 0.00 | 0.00 | 931 | +Inf | 03-31-2024 |