Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | COM NEW | 751 | $73,039 | 2,149 | 0.00 | 0.00 | -143 | -6.24 | 03-31-2024 |
BBVA USA | COM NEW | 752 | $106,000 | 2,123 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |
INDEPENDENCE BANK OF KENTUCKY | COM NEW | 753 | $70,848 | 2,085 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 754 | $96,000 | 1,918 | 0.02 | 0.00 | 1,474 | 331.98 | 06-30-2021 |