Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS INVESTMENTS INC | COM | 1301 | $11,080 | 195 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SAFEGUARD FINANCIAL LLC | REIT | Liquidated | $0 | 0 | 0.00 | 193 | +Inf | 12-31-2023 | |
STURGEON VENTURES LLP | COM | 1303 | $10,998 | 185 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
HHM WEALTH ADVISORS LLC | COM | 1304 | $12,877 | 184 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |