Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | COM | 401 | $1,543,701 | 12,238 | 0.00 | 0.00 | -175 | -1.41 | 03-31-2024 |
PELOTON WEALTH STRATEGISTS | Stock | 402 | $1,536,000 | 12,175 | 0.62 | 0.42 | 350 | 2.96 | 03-31-2024 |
NORTHWEST INVESTMENT COUNSELORS LLC | COM | 403 | $1,527,555 | 12,110 | 0.00 | 0.00 | -103 | -0.84 | 03-31-2024 |
AMERICANA PARTNERS LLC | COM | 404 | $1,514,437 | 12,006 | 0.00 | 0.00 | 5,531 | 85.42 | 03-31-2024 |