Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VESTMARK ADVISORY SOLUTIONS INC | COM | 751 | $427,166 | 1,559 | 0.00 | 0.00 | -851 | -35.31 | 12-31-2023 |
ROUNDVIEW CAPITAL LLC | COM | 752 | $475,384 | 1,557 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
EVERENCE CAPITAL MANAGEMENT INC | EQTY | 753 | $425,000 | 1,550 | 0.03 | 0.06 | -950 | -38.00 | 12-31-2023 |
CERTUITY LLC | COM | 754 | $423,817 | 1,547 | 0.00 | 0.00 | 249 | 19.18 | 12-31-2023 |