Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PETERSON WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -6 | -1.08 | 12-31-2023 |
KUHN & CO INVESTMENT COUNSEL | COM | 2002 | $339,392 | 543 | 0.00 | 543 | +Inf | 12-31-2023 | |
BLUE TRUST INC | COM | 2003 | $352,950 | 543 | 0.00 | 0.01 | -383 | -41.36 | 03-31-2024 |
SOUTHSTATE CORP | Com | 2004 | $335,016 | 536 | 0.00 | 0.00 | -77 | -12.56 | 12-31-2023 |