Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IOWA STATE BANK | Com | 651 | $6,279,866 | 20,084 | 0.00 | 0.00 | -2,400 | -10.67 | 03-31-2024 |
HARTFORD FINANCIAL MANAGEMENT INC | SHS | 652 | $6,253,600 | 20,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY CAPITAL PARTNERS INC | Stock | 653 | $3,032,000 | 19,980 | 1.00 | 1.14 | -350 | -1.72 | 03-31-2022 |
MYSTIC ASSET MANAGEMENT INC | SHS | 654 | $6,242,344 | 19,964 | 0.00 | 0.00 | 394 | 2.01 | 03-31-2024 |