Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 851 | $18,007 | 651 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARRETT & COMPANY INC | COM | 852 | $17,258 | 650 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 853 | $16,900 | 611 | 0.00 | 611 | +Inf | 03-31-2024 | |
FRG FAMILY WEALTH ADVISORS LLC | COM | 854 | $16,716 | 600 | 0.00 | 600 | +Inf | 03-31-2024 |