Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WARTHER PRIVATE WEALTH LLC | Stock | 2651 | $1,809,269 | 10,931 | 0.00 | 0.00 | -1,075 | -8.95 | 06-30-2023 |
A D BEADELL INVESTMENT COUNSEL INC | COM | 2652 | $1,729,000 | 10,931 | 1.51 | 1.72 | -575 | -5.00 | 03-31-2024 |
PEOPLES BANK/KS | COMMON STOCKS | 2653 | $1,724,868 | 10,904 | 0.00 | 0.00 | -544 | -4.75 | 03-31-2024 |
EADS & HEALD WEALTH MANAGEMENT | COM | 2654 | $1,723,000 | 10,890 | 0.80 | 0.92 | -1,256 | -10.34 | 03-31-2024 |