Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 851 | $9,547 | 27 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 852 | $9,230 | 27 | 0.00 | 0.00 | -3 | -10.00 | 06-30-2023 |
FORTITUDE FAMILY OFFICE LLC | Stock | 853 | $10,335 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | COM | 854 | $10,335 | 26 | 0.00 | 0.00 | 1 | 4.00 | 03-31-2024 |