Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOURTHOUGHT FINANCIAL LLC | Stock | 2551 | $32,000 | 198 | 0.00 | 198 | +Inf | 09-30-2022 | |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 2552 | $110,000 | 194 | 0.01 | 0.00 | 35 | 22.01 | 12-31-2021 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 2553 | $48,547 | 190 | 0.00 | 0.00 | 173 | 1017.65 | 06-30-2023 |
BEACON CAPITAL MANAGEMENT LLC | COM | 2554 | $63,395 | 187 | 0.00 | 0.00 | 166 | 790.48 | 06-30-2024 |