Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ORG PARTNERS LLC | DUK | Liquidated | $0 | 0 | 0.00 | 976 | +Inf | 03-31-2024 | |
MISSOURI TRUST & INVESTMENT CO | COM NEW | 2652 | $93,905 | 971 | 0.00 | 0.00 | 475 | 95.77 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 962 | +Inf | 03-31-2024 | |
GOODWIN INVESTMENT ADVISORY | COM NEW | 2654 | $93,035 | 962 | 0.00 | 962 | +Inf | 03-31-2024 |