Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ETHIC INC | COM | 1701 | $345,765 | 2,597 | 0.00 | 0.00 | 250 | 10.65 | 12-31-2023 |
MOUNT YALE INVESTMENT ADVISORS LLC | COM | 1702 | $310,708 | 2,586 | 0.00 | 0.00 | -66,223 | -96.24 | 09-30-2023 |
OPUS CAPITAL GROUP LLC | COM | 1703 | $422,000 | 2,584 | 0.06 | 0.06 | -2 | -0.08 | 03-31-2024 |
HILLS BANK & TRUST CO | COM | 1704 | $343,634 | 2,581 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |