Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARROLL FINANCIAL ASSOCIATES INC | Stock | 751 | $10,000 | 200 | 0.00 | 200 | +Inf | 12-31-2021 | |
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 752 | $5,736 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GHP INVESTMENT ADVISORS INC | COM | 753 | $4,711 | 200 | 0.00 | 0.00 | 2 | 1.01 | 03-31-2023 |
BOKF NA | COM | 754 | $5,736 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |