Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1051 | $3,305 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TEAM FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 24 | +Inf | 12-31-2023 | |
BLACKSTON FINANCIAL ADVISORY GROUP LLC | COM | 1053 | $5,270 | 23 | 0.00 | 23 | +Inf | 03-31-2024 | |
SMARTLEAF ASSET MANAGEMENT LLC | COM | 1054 | $2,948 | 22 | 0.00 | 22 | +Inf | 12-31-2023 |