Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 501 | $23,738 | 471 | 0.00 | 0.00 | -133 | -22.02 | 12-31-2023 |
QUENT CAPITAL LLC | Stock | 502 | $22,476 | 446 | 0.00 | 0.00 | -56 | -11.16 | 12-31-2023 |
WEALTHCOLLAB LLC | COM | 503 | $21,622 | 429 | 0.00 | 429 | +Inf | 12-31-2023 | |
MCILRATH & ECK LLC | COM | 504 | $19,676 | 390 | 0.00 | 0.00 | 290 | 290.00 | 06-30-2023 |