Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CSU PRODUCER RESOURCES INC | COMMON | 2651 | $50,710 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DIXON MITCHELL INVESTMENT COUNSEL INC | COM | 2652 | $50,710 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
COREFIRST BANK & TRUST | Com | 2653 | $50,304 | 496 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 2654 | $45,181 | 476 | 0.00 | 0.00 | 16 | 3.48 | 03-31-2024 |