Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNCKER STREETT & CO INC | COM | 3001 | $76,708 | 425 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLONIAL TRUST CO / SC | Stock | 3002 | $62,137 | 422 | 0.00 | 0.00 | 12 | 2.93 | 12-31-2023 |
GODSEY & GIBB INC | COM | 3003 | $75,445 | 418 | 0.00 | 0.00 | 250 | 148.81 | 03-31-2024 |
IMPACT PARTNERSHIP WEALTH LLC | COM | 3004 | $61,470 | 417 | 0.00 | 0.00 | -465 | -52.72 | 12-31-2023 |