Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PCA INVESTMENT ADVISORY SERVICES INC | COM | 1101 | $25,714 | 343 | 0.00 | 343 | +Inf | 06-30-2023 | |
COVESTOR LTD | COMMON | 1102 | $25,000 | 340 | 0.02 | 0.02 | -43 | -11.23 | 09-30-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 1103 | $25,272 | 338 | 0.00 | 338 | +Inf | 06-30-2023 | |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 1104 | $22,457 | 305 | 0.00 | 0.00 | -81 | -20.98 | 12-31-2023 |