Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL BANK | COM | 1651 | $12,088 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ROBLE BELKO & COMPANY INC | COM | 1652 | $12,000 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OPTIMUM INVESTMENT ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 1654 | $12,000 | 399 | 0.00 | 0.00 | 18 | 4.72 | 03-31-2024 |