Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENCE BANK OF KENTUCKY | COM | 1951 | $280,644 | 1,756 | 0.00 | 0.00 | -330 | -15.82 | 03-31-2024 |
AARON WEALTH ADVISORS LLC | COM | 1952 | $279,845 | 1,751 | 0.00 | 1,751 | +Inf | 03-31-2024 | |
MATHER GROUP LLC | COM | 1953 | $232,204 | 1,748 | 0.00 | 1,748 | +Inf | 12-31-2023 | |
MONTEREY PRIVATE WEALTH INC | COM | 1954 | $278,087 | 1,740 | 0.00 | 0.00 | 7 | 0.40 | 03-31-2024 |