Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITY STATE BANK | CL A | 2001 | $15,000 | 200 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRAIRIEVIEW PARTNERS LLC | CL A | 2003 | $16,000 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HM PAYSON & CO | CL A | 2004 | $10,914 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |