Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM | 351 | $13,132 | 469 | 0.00 | 0.00 | -14 | -2.90 | 03-31-2024 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 352 | $12,124 | 433 | 0.00 | 0.00 | 265 | 157.74 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 353 | $8,512 | 395 | 0.00 | 0.00 | -6,000 | -93.82 | 06-30-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 354 | $13,000 | 366 | 0.00 | 366 | +Inf | 09-30-2022 |