Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPITAL CITY TRUST CO/FL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,432 | -38.59 | 03-31-2024 |
PARK CIRCLE CO | COM | 952 | $484,812 | 13,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DEARBORN PARTNERS LLC | COM | 953 | $484,088 | 13,380 | 0.00 | 0.00 | -1,233 | -8.44 | 03-31-2024 |
FORZA WEALTH MANAGEMENT LLC | COM | 954 | $481,266 | 13,302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |