Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 651 | $109,345 | 398 | 0.00 | 0.00 | 191 | 92.27 | 12-31-2023 |
SIGNATUREFD LLC | COM | 652 | $105,110 | 387 | 0.00 | 0.00 | 88 | 29.43 | 09-30-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 653 | $93,406 | 383 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
GAMMA INVESTING LLC | Common Stock | 654 | $112,413 | 353 | 0.00 | 0.00 | 40 | 12.78 | 03-31-2024 |