Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EVERMAY WEALTH MANAGEMENT LLC | COM | 1301 | $156,883 | 1,099 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CEDRUS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,074 | +Inf | 12-31-2022 | |
ICON WEALTH ADVISORS LLC | Stock | 1303 | $139,208 | 1,055 | 0.00 | 1,055 | +Inf | 12-31-2023 | |
HILLS BANK & TRUST CO | COM | 1304 | $138,854 | 1,052 | 0.00 | 0.00 | -3 | -0.28 | 12-31-2023 |