Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 1.23 | 12-31-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 802 | $10,271 | 165 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
DISCIPLINA CAPITAL MANAGEMENT LLC | EQTY | 803 | $14,265 | 164 | 0.00 | 164 | +Inf | 12-31-2020 | |
GRADIENT INVESTMENTS LLC | COM | 804 | $8,773 | 154 | 0.00 | 0.00 | -18 | -10.47 | 03-31-2024 |