Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNBELT SECURITIES INC | Stock | 2001 | $158,572 | 1,345 | 0.00 | 0.00 | -719 | -34.84 | 03-31-2024 |
CENTRAL BANK & TRUST CO | COMMON STOCK | 2002 | $156,555 | 1,328 | 0.00 | 0.00 | -177 | -11.76 | 03-31-2024 |
SANDY SPRING BANK | COM | 2003 | $111,399 | 1,305 | 0.00 | 0.00 | 130 | 11.06 | 12-31-2023 |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 2004 | $65,000 | 1,301 | 0.05 | 0.04 | 601 | 85.86 | 09-30-2022 |