Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GPS WEALTH STRATEGIES GROUP LLC | Common Stock | 901 | $35,474 | 815 | 0.00 | 0.00 | 3 | 0.37 | 03-31-2024 |
DYNAMIC WEALTH STRATEGIES LLC | COM | 902 | $35,000 | 812 | 0.03 | 812 | +Inf | 03-31-2024 | |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 903 | $34,310 | 788 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CAPITAL WEALTH ADVISORS INC | COM | 904 | $33,308 | 765 | 0.00 | 765 | +Inf | 03-31-2024 |