Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 752 | $6,387 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 753 | $4,966 | 25 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FRAZIER FINANCIAL ADVISORS LLC | COM | 754 | $5,897 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |