Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM | 1001 | $10,218 | 37 | 0.00 | 0.00 | 6 | 19.35 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1002 | $8,091 | 36 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ACTIVEST WEALTH MANAGEMENT | COM | 1003 | $9,389 | 34 | 0.00 | 34 | +Inf | 03-31-2024 | |
BALDWIN BROTHERS LLC/MA | COM | 1004 | $9,389 | 34 | 0.00 | 0.00 | 1 | 3.03 | 03-31-2024 |