Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 701 | $5,350 | 68 | 0.00 | 0.00 | 9 | 15.25 | 03-31-2024 |
CENTRAL TRUST CO | COM | 702 | $5,380 | 68 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 703 | $3,431 | 65 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |