Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPLOYERS HOLDINGS INC | COM | 1301 | $950,000 | 10,700 | 0.56 | 10,700 | +Inf | 03-31-2021 | |
RIDGEPATH CAPITAL MANAGEMENT LLC | COM | 1302 | $1,002,861 | 10,660 | 0.00 | 10,660 | +Inf | 12-31-2023 | |
EXETER FINANCIAL LLC | COM | 1303 | $959,952 | 10,654 | 0.00 | 0.00 | 617 | 6.15 | 03-31-2024 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 1304 | $993,190 | 10,637 | 0.00 | 0.00 | 951 | 9.82 | 09-30-2023 |