Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 2301 | $77,717 | 975 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ROBBINS FARLEY | COM | 2302 | $87,349 | 970 | 0.00 | 970 | +Inf | 03-31-2024 | |
BENJAMIN EDWARDS INC | COM | 2303 | $86,000 | 960 | 0.02 | 0.02 | -28 | -2.83 | 03-31-2024 |
FIRST UNITED BANK & TRUST | COM | 2304 | $86,448 | 960 | 0.00 | 960 | +Inf | 03-31-2024 |