Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPLOYERS HOLDINGS INC | COM | 801 | $410,000 | 6,752 | 0.24 | 6,752 | +Inf | 03-31-2021 | |
MATHER GROUP LLC | COM | 802 | $673,148 | 6,678 | 0.00 | 0.00 | 164 | 2.52 | 12-31-2023 |
GRATUS CAPITAL LLC | COM | 803 | $747,154 | 6,677 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM | 804 | $746,973 | 6,675 | 0.00 | 6,675 | +Inf | 03-31-2024 |