Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OAKWORTH CAPITAL INC | COMMON STOCK | 1151 | $174,598 | 1,045 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1152 | $171,090 | 1,024 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1153 | $162,303 | 971 | 0.00 | 0.00 | -1,389 | -58.86 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $160,798 | 962 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |