Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GAMMA INVESTING LLC | Common Stock | 801 | $4,366 | 99 | 0.00 | 0.00 | 5 | 5.32 | 03-31-2024 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 802 | $2,853 | 86 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 12-31-2021 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 804 | $3,440 | 78 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |