Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS INVESTMENTS INC | COM | 951 | $3,222 | 105 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
EARNEST PARTNERS LLC | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DELTA ASSET MANAGEMENT LLC/TN | COM | 953 | $3,382 | 102 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
PSI ADVISORS LLC | Common Stock | 954 | $3,167 | 100 | 0.00 | 0.00 | -78 | -43.82 | 03-31-2024 |