Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPIRE WEALTH MANAGEMENT | COM | 301 | $20,311,085 | 7,977 | 0.00 | 0.00 | 157 | 2.01 | 03-31-2024 |
ATRIA INVESTMENTS INC | COM | 302 | $5,481,036 | 7,922 | 0.00 | 0.00 | -942 | -10.63 | 09-30-2023 |
CZECH NATIONAL BANK | COM | 303 | $7,906,456 | 7,772 | 0.00 | 0.00 | 35 | 0.45 | 03-31-2024 |
UTAH RETIREMENT SYSTEMS | COM | 304 | $7,818,968 | 7,686 | 0.00 | 0.00 | 35 | 0.46 | 03-31-2024 |