Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERITY PARTNERS LLC | COM | 501 | $824,702 | 2,455 | 0.00 | 0.00 | 1,719 | 233.56 | 03-31-2024 |
YORKTOWN MANAGEMENT & RESEARCH CO INC | SHS | 502 | $823,078 | 2,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ZEKE CAPITAL ADVISORS LLC | Stock | 503 | $448,000 | 2,435 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |
ZIONS BANCORPORATION NA | Com | 504 | $805,272 | 2,397 | 0.00 | 0.00 | 83 | 3.59 | 03-31-2024 |