Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPLOYERS HOLDINGS INC | COM | 1351 | $2,117,000 | 15,967 | 1.25 | 15,967 | +Inf | 03-31-2021 | |
626 FINANCIAL LLC | COM | 1352 | $2,698,267 | 15,938 | 0.00 | 0.00 | 6 | 0.04 | 03-31-2024 |
KILEY JUERGENS WEALTH MANAGEMENT LLC | COM | 1353 | $2,299,365 | 15,898 | 0.00 | 0.00 | -883 | -5.26 | 12-31-2023 |
STEEL GROVE CAPITAL ADVISORS LLC | COM | 1354 | $2,288,047 | 15,820 | 0.00 | 0.00 | -293 | -1.82 | 12-31-2023 |