Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BESSEMER GROUP INC | SA | 701 | $10,000 | 282 | 0.00 | 0.00 | -3,094 | -91.65 | 03-31-2023 |
INDEPENDENCE BANK OF KENTUCKY | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 703 | $11,000 | 237 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE OCEAN LLC | COM | 704 | $8,808 | 190 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |