Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 651 | $5,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
JPMORGAN CHASE & CO | RET | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 | |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 653 | $5,052 | 38 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BERMAN CAPITAL ADVISORS LLC | REIT | 654 | $4,000 | 37 | 0.00 | 0.00 | 18 | 94.74 | 09-30-2021 |