Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LVM CAPITAL MANAGEMENT LTD/MI | COM | 2001 | $493,000 | 28,030 | 0.06 | 0.07 | -5,180 | -15.60 | 03-31-2024 |
CITADEL INVESTMENT ADVISORY INC | T | 2002 | $493,000 | 28,025 | 0.28 | 0.29 | 0 | 0.00 | 03-31-2024 |
EXECUTIVE WEALTH MANAGEMENT LLC | COM | 2003 | $470,181 | 28,020 | 0.00 | 0.00 | -1,609 | -5.43 | 12-31-2023 |
THOMASVILLE NATIONAL BANK | Common Stock | 2004 | $493,082 | 28,016 | 0.00 | 0.00 | -8,491 | -23.26 | 03-31-2024 |