Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KINGS POINT CAPITAL MANAGEMENT | COM | 1251 | $23,000 | 101 | 0.00 | 101 | +Inf | 12-31-2021 | |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1252 | $22,829 | 101 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SARGENT BICKHAM LAGUDIS LLC | COM | 1253 | $17,642 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
KATHLEEN S WRIGHT ASSOCIATES INC | CL A COM | 1254 | $22,611 | 100 | 0.00 | 100 | +Inf | 03-31-2024 |