Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | COM | 1751 | $1,267,537 | 8,764 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
MERIDIAN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,636 | -46.58 | 03-31-2024 |
CSU PRODUCER RESOURCES INC | COMMON | 1753 | $1,481,375 | 8,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 1754 | $1,264,934 | 8,746 | 0.00 | 0.00 | -2,586 | -22.82 | 12-31-2023 |