Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
YHB INVESTMENT ADVISORS INC | Stock | 2651 | $186,905 | 2,040 | 0.00 | 2,040 | +Inf | 03-31-2024 | |
HORIZON BANCORP INC /IN/ | Com | Liquidated | $0 | 0 | 0.13 | 0.15 | -331 | -14.05 | 03-31-2024 |
FIRST COMMAND FINANCIAL SERVICES INC | COM | 2653 | $197,192 | 2,020 | 0.00 | 0.00 | -9 | -0.44 | 06-30-2023 |
FIRST COMMAND BANK | COM | 2654 | $197,192 | 2,020 | 0.00 | 0.00 | -9 | -0.44 | 06-30-2023 |