Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS INVESTMENTS INC | COM | 651 | $2,930,370 | 38,037 | 0.00 | 0.00 | 1,201 | 3.26 | 06-30-2023 |
GENUS CAPITAL MANAGEMENT INC | COM | 652 | $3,015,429 | 37,830 | 0.00 | 0.00 | -14,860 | -28.20 | 12-31-2023 |
SIMPLICITY WEALTHLLC | COM | 653 | $3,394,025 | 37,691 | 0.00 | 0.00 | 29,607 | 366.24 | 03-31-2024 |
VINVA INVESTMENT MANAGEMENT LTD | COM | 654 | $2,676,550 | 37,534 | 0.00 | 0.00 | 3,117 | 9.06 | 09-30-2023 |