Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS INC | COM | 301 | $687,458 | 3,718 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
6 MERIDIAN | COM | 302 | $529,000 | 3,717 | 0.04 | 0.05 | 3 | 0.08 | 12-31-2021 |
AMICA MUTUAL INSURANCE CO | COM | 303 | $683,000 | 3,693 | 0.07 | 3,693 | +Inf | 03-31-2024 | |
ARKADIOS WEALTH ADVISORS | Stock | 304 | $682,096 | 3,689 | 0.00 | 0.00 | -100 | -2.64 | 03-31-2024 |