Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 12 | 9.45 | 03-31-2024 |
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | 652 | $4,958 | 135 | 0.00 | 135 | +Inf | 03-31-2024 | |
STEWARD FINANCIAL GROUP LLC | SHS | 653 | $6,000 | 132 | 0.00 | 0.00 | 82 | 164.00 | 03-31-2023 |
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 654 | $6,000 | 125 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |