Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KB FINANCIAL PARTNERS LLC | COM | 551 | $2,000 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 552 | $2,028 | 100 | 0.00 | 0.00 | -16 | -13.79 | 06-30-2023 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 553 | $1,897 | 98 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 554 | $3,000 | 93 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |