Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEAR CREEK FINANCIAL MANAGEMENT LLC | COM | 2551 | $289,396 | 3,628 | 0.00 | 0.00 | 388 | 11.98 | 03-31-2024 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 2552 | $288,970 | 3,623 | 0.00 | 0.00 | 999 | 38.07 | 03-31-2024 |
FIRST FARMERS & MERCHANTS BANK / TRUST | COM | 2553 | $345,000 | 3,620 | 0.46 | 0.42 | -15 | -0.41 | 09-30-2022 |
APRIO WEALTH MANAGEMENT LLC | COM | 2554 | $288,622 | 3,619 | 0.00 | 0.00 | -325 | -8.24 | 03-31-2024 |