Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ETHIC INC | COM | 501 | $587,123 | 4,456 | 0.00 | 0.00 | 811 | 22.25 | 12-31-2023 |
CERITY PARTNERS LLC | Stock | 502 | $575,001 | 4,364 | 0.00 | 0.00 | 150 | 3.56 | 12-31-2023 |
SHELTON CAPITAL MANAGEMENT | COM | 503 | $563,274 | 4,275 | 0.00 | 0.00 | -486 | -10.21 | 12-31-2023 |
E FUND MANAGEMENT CO LTD | Common Stock | 504 | $471,000 | 4,185 | 0.04 | 0.04 | -598 | -12.50 | 09-30-2023 |