Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST BRANCH CAPITAL LLC | COM | 1301 | $15,843 | 77 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1302 | $12,588 | 76 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | Domestic Equities | 1303 | $12,819 | 75 | 0.00 | 0.01 | -72 | -48.98 | 09-30-2023 |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | COM | 1304 | $15,410 | 75 | 0.00 | 0.00 | 24 | 47.06 | 03-31-2024 |