Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST COMMUNITY TRUST NA | COM | 801 | $43,795 | 500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM | 802 | $66,000 | 473 | 0.01 | 0.00 | 33 | 7.50 | 06-30-2021 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 455 | +Inf | 03-31-2024 | |
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 804 | $54,303 | 445 | 0.00 | 445 | +Inf | 03-31-2024 |