Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL BANK | SH BEN INT | 401 | $803,534 | 8,166 | 0.00 | 0.00 | 255 | 3.22 | 03-31-2024 |
TWIN CAPITAL MANAGEMENT INC | COM | 402 | $810,604 | 8,164 | 0.00 | 8,164 | +Inf | 12-31-2023 | |
ENVESTNET PORTFOLIO SOLUTIONS INC | SH BEN INT | 403 | $808,885 | 8,147 | 0.00 | 0.00 | -612 | -6.99 | 12-31-2023 |
PACER ADVISORS INC | REIT - Domestic | 404 | $879,670 | 8,080 | 0.00 | 0.00 | -118 | -1.44 | 06-30-2023 |