Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | COM | 251 | $108,005 | 2,735 | 0.00 | 0.00 | -2,417 | -46.91 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COM | 252 | $85,496 | 2,165 | 0.00 | 0.00 | 38 | 1.79 | 03-31-2024 |
FIRST MERCANTILE TRUST CO | COM | 253 | $95,000 | 2,094 | 0.01 | 0.01 | 494 | 30.88 | 09-30-2021 |
AMERITAS INVESTMENT PARTNERS INC | COM | 254 | $79,296 | 2,008 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |