Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENCE BANK OF KENTUCKY | COM | 751 | $495,432 | 5,954 | 0.00 | 0.00 | 654 | 12.34 | 03-31-2024 |
WINTON GROUP LTD | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -546 | -8.49 | 12-31-2023 |
PRIVATE ADVISOR GROUP LLC | COM | 753 | $488,948 | 5,876 | 0.00 | 0.00 | -363 | -5.82 | 03-31-2024 |
LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 754 | $486,447 | 5,846 | 0.00 | 0.00 | 289 | 5.20 | 03-31-2024 |