Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND INCOME STRATEGIES LLC | COM | 1301 | $83,657 | 802 | 0.00 | 0.00 | 789 | 6069.23 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | COM | 1302 | $82,822 | 794 | 0.00 | 0.00 | -1 | -0.13 | 03-31-2024 |
WEST OAK CAPITAL LLC | COM | 1303 | $77,879 | 777 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1304 | $75,173 | 750 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |