Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST COAST FINANCIAL LLC | COM | 2451 | $460,983 | 7,661 | 0.00 | 0.00 | 5,158 | 206.07 | 03-31-2024 |
FINANCIAL PARTNERS GROUP LLC | COM | 2452 | $1,207,250 | 7,658 | 0.00 | 0.00 | 396 | 5.45 | 12-31-2023 |
FIRST COMMUNITY TRUST NA | COM | 2453 | $1,206,653 | 7,654 | 0.00 | 0.00 | -27 | -0.35 | 12-31-2023 |
INDEPENDENT FAMILY OFFICE LLC | COM | 2454 | $458,495 | 7,620 | 0.00 | 0.00 | 5,080 | 200.00 | 03-31-2024 |