Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
T ROWE PRICE INVESTMENT MANAGEMENT INC | COMM STK | 1801 | $430,000 | 2,017 | 0.00 | 0.00 | 1,097 | 119.24 | 03-31-2024 |
NEW HAMPSHIRE TRUST | Equities | 1802 | $429,498 | 2,015 | 0.00 | 0.00 | -53 | -2.56 | 03-31-2024 |
BARBER FINANCIAL GROUP INC | COM | 1803 | $328,529 | 2,013 | 0.00 | 0.00 | -968 | -32.47 | 03-31-2023 |
ACG WEALTH | COM | 1804 | $323,000 | 2,013 | 0.07 | 2,013 | +Inf | 09-30-2022 |