Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 3401 | $474,627 | 3,182 | 0.00 | 0.00 | -558 | -14.92 | 12-31-2023 |
BICKLING FINANCIAL SERVICES INC | Stock | 3402 | $567,142 | 3,160 | 0.00 | 0.30 | 22 | 0.70 | 12-31-2022 |
FINANCIAL INSIGHTS INC | COM | 3403 | $498,143 | 3,158 | 0.00 | 0.25 | 466 | 17.31 | 03-31-2024 |
KEY CLIENT FIDUCIARY ADVISORS LLC | COM | 3404 | $497,507 | 3,154 | 0.00 | 0.00 | -485 | -13.33 | 03-31-2024 |