Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 351 | $14,311 | 692 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CWM LLC | COM | 352 | $15,000 | 582 | 0.00 | 0.00 | 7 | 1.22 | 03-31-2024 |
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 353 | $13,030 | 572 | 0.00 | 0.00 | -210 | -26.85 | 12-31-2023 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 354 | $8,305 | 314 | 0.00 | 314 | +Inf | 03-31-2024 |