Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
H L ORMOND & COMPANY LLC | Equity | 1801 | $881,000 | 2,050 | 1.43 | 2,050 | +Inf | 06-30-2022 | |
ORG PARTNERS LLC | LMT | Liquidated | $0 | 0 | 0.00 | 2,048 | +Inf | 03-31-2024 | |
MONUMENT CAPITAL MANAGEMENT | COM | 1803 | $927,025 | 2,045 | 0.00 | 0.00 | -60 | -2.85 | 12-31-2023 |
FIRST PREMIER BANK | COM | 1804 | $930,000 | 2,045 | 0.25 | 0.25 | 67 | 3.39 | 03-31-2024 |