Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VOISARD ASSET MANAGEMENT GROUP INC | COM | 951 | $120,212 | 1,380 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PEOPLES BANK/KS | COMMON STOCKS | 952 | $117,069 | 1,344 | 0.00 | 0.00 | -450 | -25.08 | 03-31-2024 |
FIRST NATIONAL BANK OF SOUTH MIAMI | COMMON STOCK | 953 | $111,155 | 1,328 | 0.00 | 0.00 | -620 | -31.83 | 06-30-2023 |
CONCORD WEALTH PARTNERS | COM | 954 | $111,675 | 1,282 | 0.00 | 0.00 | -7,424 | -85.27 | 03-31-2024 |