Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON FINANCIAL GROUP | COM | 2351 | $1,912,088 | 4,985 | 0.00 | 0.00 | -19 | -0.38 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 2352 | $1,911,095 | 4,982 | 0.00 | 0.00 | 280 | 5.95 | 03-31-2024 |
PROVISE MANAGEMENT GROUP LLC | COM | 2353 | $1,726,166 | 4,981 | 0.00 | 0.00 | -25 | -0.50 | 12-31-2023 |
KOA WEALTH MANAGEMENT LLC | COM | 2354 | $1,909,807 | 4,979 | 0.00 | 4,979 | +Inf | 03-31-2024 |