Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST OAK CAPITAL LLC | COM | 401 | $2,703 | 65 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ALLWORTH FINANCIAL LP | COM | 402 | $2,080 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PIERSHALE FINANCIAL GROUP INC | COM | 403 | $2,080 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 404 | $1,622 | 39 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |