Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1252 | $11,885 | 153 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FIRST HORIZON CORP | COMMON STOCK | 1253 | $8,000 | 152 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
CAROLINAS WEALTH CONSULTING LLC | COM | 1254 | $15,646 | 151 | 0.00 | 0.00 | -298 | -66.37 | 12-31-2023 |