Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENWOOD GEARHART INC | Stock | Liquidated | $0 | 0 | 0.00 | 425 | +Inf | 03-31-2024 | |
GROVE BANK & TRUST | COM CL A | 602 | $33,508 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM CL A | 603 | $33,998 | 398 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
VENTURI WEALTH MANAGEMENT LLC | COM CL A | 604 | $32,274 | 385 | 0.00 | 0.00 | -10,506 | -96.46 | 03-31-2024 |