Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEO IVY CAPITAL MANAGEMENT | Stock | 1601 | $97,000 | 4,425 | 0.11 | 4,425 | +Inf | 03-31-2021 | |
SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 1602 | $220,923 | 4,403 | 0.00 | 0.00 | -2,453 | -35.78 | 03-31-2024 |
INDEPENDENCE BANK OF KENTUCKY | COM | 1603 | $220,290 | 4,390 | 0.00 | 0.00 | -1,565 | -26.28 | 03-31-2024 |
CASCADE INVESTMENT GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 25 | 0.57 | 12-31-2023 |