Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD FINANCIAL GROUP LLC | COM | 701 | $3,000 | 26 | 0.00 | 0.00 | 18 | 225.00 | 03-31-2023 |
BLUE TRUST INC | COM | 702 | $4,000 | 25 | 0.00 | 0.00 | 18 | 257.14 | 12-31-2023 |
NEXT FINANCIAL GROUP INC | COM | 703 | $3,000 | 25 | 0.00 | 0.01 | -792 | -96.94 | 06-30-2021 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 704 | $3,766 | 23 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |