Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIMPLICITY WEALTHLLC | COM | 601 | $248,290 | 2,959 | 0.00 | 2,959 | +Inf | 03-31-2024 | |
ARGENT TRUST CO | COMMON STOCK | 602 | $247,535 | 2,950 | 0.00 | 0.00 | -531 | -15.25 | 03-31-2024 |
ETHIC INC | COM | 603 | $247,031 | 2,944 | 0.00 | 2,944 | +Inf | 03-31-2024 | |
FIRST MERCANTILE TRUST CO | COM | 604 | $179,000 | 2,916 | 0.02 | 0.02 | -212 | -6.78 | 09-30-2021 |