Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS INVESTMENTS INC | COM | 251 | $208,109 | 1,610 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 252 | $233,619 | 1,608 | 0.00 | 0.00 | -41 | -2.49 | 09-30-2023 |
MML INVESTORS SERVICES LLC | COM | 253 | $314,000 | 1,583 | 0.00 | 0.00 | 37 | 2.39 | 03-31-2024 |
6 MERIDIAN | COM | 254 | $270,000 | 1,514 | 0.02 | 0.02 | 5 | 0.33 | 12-31-2021 |