Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEYSTONE FINANCIAL PLANNING INC | COM | 1601 | $613,716 | 5,411 | 0.00 | 0.00 | -136 | -2.45 | 03-31-2024 |
KRS CAPITAL MANAGEMENT LLC | COM | 1602 | $610,967 | 5,387 | 0.00 | 0.00 | -374 | -6.49 | 03-31-2024 |
TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | COM | 1603 | $609,632 | 5,375 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIMMER ASSOCIATES 1 LLC | COM | 1604 | $518,677 | 5,371 | 0.00 | 0.00 | -60 | -1.10 | 09-30-2023 |