Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKLEY WEALTH MANAGEMENT LLC | COM | 2251 | $211,985 | 2,178 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ALLEN CAPITAL GROUP LLC | COM | 2252 | $246,915 | 2,177 | 0.00 | 2,177 | +Inf | 03-31-2024 | |
FIRST COMMUNITY TRUST NA | COM | 2253 | $211,887 | 2,177 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
THRIVE WEALTH MANAGEMENT LLC | COM | 2254 | $209,413 | 2,169 | 0.00 | 0.00 | -3,363 | -60.79 | 09-30-2023 |