Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS INVESTMENTS INC | COM NEW | 1351 | $32,337 | 562 | 0.00 | 0.00 | -10 | -1.75 | 06-30-2023 |
CONCORD WEALTH PARTNERS | COM NEW | 1352 | $42,915 | 549 | 0.00 | 0.00 | -943 | -63.20 | 03-31-2024 |
ANCORA ADVISORS LLC | COM | 1353 | $32,631 | 538 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FRAZIER FINANCIAL ADVISORS LLC | COM NEW | 1354 | $40,258 | 515 | 0.00 | 0.00 | 211 | 69.41 | 03-31-2024 |