Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DOMAN GROUP LLC | COM | 701 | $1,125,000 | 6,454 | 0.99 | 6,454 | +Inf | 12-31-2021 | |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 702 | $1,020,083 | 6,414 | 0.00 | 0.00 | -38 | -0.59 | 06-30-2023 |
CYPRESS CAPITAL GROUP | COM | 703 | $978,681 | 6,392 | 0.00 | 0.00 | 24 | 0.38 | 03-31-2024 |
EP WEALTH ADVISORS LLC | COM | 704 | $972,102 | 6,349 | 0.00 | 0.00 | -461 | -6.77 | 03-31-2024 |