Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ETHIC INC | COM | 351 | $1,740,276 | 18,621 | 0.00 | 0.00 | 3,012 | 19.30 | 03-31-2024 |
SECURED RETIREMENT ADVISORS LLC | COM | 352 | $1,606,188 | 18,513 | 0.00 | 18,513 | +Inf | 12-31-2023 | |
JUMP FINANCIAL LLC | Common Stock | 353 | $1,673,962 | 17,911 | 0.00 | 0.00 | 13,211 | 281.09 | 03-31-2024 |
BLAIR WILLIAM & CO/IL | COM | 354 | $1,672,926 | 17,900 | 0.00 | 0.00 | 1,499 | 9.14 | 03-31-2024 |