Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORNERSTONE PLANNING GROUP LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 26 | +Inf | 12-31-2023 | |
PERKINS COIE TRUST CO | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 26 | +Inf | 12-31-2023 | |
TRUVESTMENTS CAPITAL LLC | COM | 2453 | $6,463 | 25 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
INDEPENDENCE BANK OF KENTUCKY | COM | 2454 | $6,186 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |