Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITY STATE BANK | COM | 2001 | $2,524,000 | 3,245 | 1.11 | 1.01 | -203 | -5.89 | 03-31-2024 |
FINANCIAL SENSE ADVISORS INC | COM | 2002 | $2,523,703 | 3,244 | 0.00 | 0.00 | 28 | 0.87 | 03-31-2024 |
SOUDERS FINANCIAL ADVISORS | COM | 2003 | $2,519,643 | 3,239 | 0.00 | 0.00 | 82 | 2.60 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 2004 | $2,504,253 | 3,219 | 0.00 | 0.00 | -3,139 | -49.37 | 03-31-2024 |